Costpoint Planning Series: Importing Budgets from Excel - Learning Video
Course Details
Learn about the requirements and process for importing budgets from excel into Costpoint Planning.
Duration: 10 minutes
Subject Matter Experts
Lynda Porter
Adv Designer
Janet O'Brien
Product Director
Glossary
| Budget | Estimate of income and expenditure over a set period or project. |
| New Business Budgeting | Used for Planning potential work, such as Option Years or Proposals. |
| Estimate at Completion (EAC) | Used to re-forecast the budget as the project progresses, this is a current expectation of total cost at the end of a project. |
| Work Breakdown Structure (WBS) | A deliverable-oriented breakdown of a project into smaller components. |
| Alternate File Location | Used to manage files required for various processes, typically for import and export. This is a save location accessible within Costpoint. |
