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Budget Matrix With Calendar

Budget matrix With Calendar is based on Budget Matrix With Capacity with the addition of showing resource Outlook calendar bookings in a separate overview.

Once opened from the Actions menu in the Project Plan, fill in the fields as necessary. Hover over a field to read a short description.

For given budget version;

  1. Choose the usage type you want to budget on
  2. Add additional filtering or view options as appropriate
  3. Enter the budget in the matrix

For insight into capacity, availability and workload;

  • The field Show Capacity will show resource or resource group's capacity or availability based on their norm time.
  • The field Show Calendar will show resource Outlook calendar bookings.

Once any of the two fields is checked, a new FastTab will be available for additional filtering in the Capacity/Calender SubPage.

Note

Any calender booking marked "Private" in Outlook is showed as "PRIVATE" with respect to personal integrity.

See also

Budgeting & Planning Added Capabilities

Budget Matrix by Resource

Update Outlook Calendar with Budget Entries

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