Question

What is the difference between Plans and Assignment Budgets?

Solution


PeopleExpenses

PlansAssignmentsPlansBudgets
Can be versioned to show various proposal/what-if scenarios and/or corporate periodic planning/replanning

YES

(via Plan sets)

NO

(there is only ever one level of assignments)

YES

(via Plan sets)

NO

(There is only ever 1 level of assignments)

Allows authorization to charge

NO

(unless also using Org Assignments or Self-Assign)

YES

n/a because no people are specified in an expense plan

n/a because no people are specified in an expense budget
Periodic Reporting terminology"Plans""Budgets""Plans""Budgets"
Import terminology"Planned Work""Assignments""Expense Plans""Expense Budgets"


Additional Information

KC - FAQ - Which reports feature Project, Task, Assignment Budget/Plans?

KC - FAQ - Which Unanet Report can display Project, Task and Resource Assignment budgets on one report?

KC - Quick Topic - Corporate Budgeting in Unanet

KC - Plans

KC - Assignments

KC - Quick Topic - Portfolio Requirements Assessment and Scenarios