Before creating your first budget or allocation, you need to complete a few one-time setup steps (prerequisites).
- First, create Resource Groups to define role types such as Senior Engineer or Project Manager.
- Next, configure Fee Schedules so that billing and cost rates are applied correctly to the budget line items.
- Finally, go to Settings > Projects > Planning to select your planning scale and enable auto-spreading. You can use weekly planning as it provides better visibility and consistency.
- Then go into Project Planner to start planning your project work.