Control Settings
Customize your Lists of Values/User Settings
The ‘Control Settings’ icon on the Budget Wizard - Setup ribbon enables you to Control Settings and view the user Settings for ‘Automatic Funding Adjustments’ and ‘Restricting Budgeting for Group Resource lists’.
To access these control settings, select the ‘Control Settings’ icon on the Budget Wizard – Setup Ribbon.
The following screen will display:
For more details on these Control Settings refer to the following sections:
Resources Lists
There are a number of choices available to control the program’s behaviour in the area of Resource Lists. Please refer to the section below to select the method most appropriate for your organization.
Automatic Funding Adjustment
Budget Wizard has a facility to check the funding level on your revenue budget, and to adjust it if necessary. At this stage the feature only works for project level funding. If you have task level funding, then you will have to manually alter the funding before the budget can be baselined.