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Capital Project Management / Capital Budgeting

Creating Capital Budget Codes

The first step in creating a capital budget is to create a budget code that uniquely identifies the capital budget.

After generating a capital budget code, you can generate a basic program capital budget or a capital budget that is based on project data. For more information, see the following topics:

• Creating a Basic Program Capital Budget
• Generating a Capital Budget from Project Data

To add a capital budget code:

1. In the Process Navigator, select the Budget/Add and Edit Budget Codes task.
   The Budget Codes panel shows the existing budget codes.
2. Click Add New in the Budget Codes panel.
3. Enter values for the Budget Code and Description fields. For example, enter "Capital 2007 A" as the Budget Code, and "Initial capital budget for 2007-2011" as the description.
4. Click Save.