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How do I budget and plan a project?

On Project Estimation type the activities, put them in a tree with Indent and Outdent, give each a Date From and Date To, and on each lowest activity open Requirement and list its needs with cost and sale price. The Gantt and Resources tabs draw themselves.

Screen
Project Accounting › Project › Project Estimation
Who
The project manager, the estimator
Takes effect
On Save
Needs first
A Project; categories

Steps​

  1. Open Project Estimation, New. Number, Name, Date, Controller, Project. Create.
  2. Type the activities, one per line. Select a line and press Indent to put it under the one above.
  3. Give dates to each lowest activity.
  4. Click Requirement on each lowest activity. Add lines: Category, Unit, Quantity, Cost Price, Sale Price. Close: the activity's totals fill.
  5. Switch to Cost view to check cost, sale and profit up the tree. Save.

Check it worked​

  • The Gantt tab shows the schedule; the summary strip shows cost, sale, profit and duration.
  • The Project Profitability list shows the estimate.

Nothing in this task posts to the accounts.

If something looks wrong​

  • "Requirement - Unit Cannot be empty". A requirement line with an item has no unit.
  • Requirement does nothing. The line is a group: use the lines under it.