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SupportSUP-01Create and Manage TicketsSUP-02Configure Ticket Types, Groups and AgentsSUP-03Set Up Round-Robin Ticket AssignmentSUP-04Use Canned Replies and Internal NotesSUP-05Turn a Mailbox into TicketsSUP-06Build a Knowledge Base
BudgetsBUD-01Create a Project BudgetBUD-02Submit, Approve and Revise a BudgetBUD-03Read Budget vs Actual and EVM AnalyticsBUD-04Use Budget Reports and Threshold Alerts
HelpdeskSupport and Project BudgetingProject Budgeting
Part 6 · Support and Project Budgeting4 articles

Project Budgeting

Project budgets from creation and approval through budget-versus-actual and earned value analytics, reports and threshold alerts.

Articles in Project Budgeting

BUD-01Create a Project BudgetAll editions. Requires the Budget add-on module. The module ships disabled - an Administrator must enable it for your company before any budget screen appears.Service / PSAAdministratorUser9 minBUD-02Submit, Approve and Revise a BudgetAll editions. Requires the Budget add-on module, enabled for your company by an Administrator.Service / PSAAdministratorUser7 minBUD-03Read Budget vs Actual and EVM AnalyticsAll editions. Requires the Budget add-on module, enabled for your company by an Administrator.Service / PSAUser9 minBUD-04Use Budget Reports and Threshold AlertsAll editions. Requires the Budget add-on module, enabled for your company by an Administrator.Service / PSAAdministratorUser8 min
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