Budget & Savings Status
By using a lookup field, the user can select the most appropriate status for the overall budget and savings, and provide any associated commentary. This information can be updated in real-time.
Adding Budget
This is where the user can list the individual costs for delivering a project or activity. For example, training, staff, renting of buildings, stationary etc. The budget breakdown can be added to the project table via Actions > Add.
Budget information can be entered using the simple form containing lookups, text, numeric, date and user picker fields.
Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. They will also see these records in their personal Feed.
Adding Savings
This is where the user can list the individual financial savings for delivering a project or activity. For example, reduction in staff, reduction in property footprint, reduction in stationary spend etc. The financial savings breakdown can be added to the project table via Actions > Add.
Savings information can be entered using the simple form containing lookups, text, numeric, date and user picker fields.
Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. They will also see these records in their personal Feed.
Updating Budget or Savings
Click on Edit against the individual budget or savings line to amend the information in the form.
The Updates area at the bottom of the form can also be used to record regular progress updates. Click Actions > Add to record a new update.
Remember
- Owners must be added to the Team Members control, otherwise they will not have permission to access the project or activity.
- The project table layout can be changed from ‘Summary’ to ‘Edit All’ view using Actions > Layout. Click here for more information on how users can sort, filter or group their data in the project tables.