Custom Amount Sources


Earned value calculations (used in charts, template reports, etc.) rely on a time-based distribution of the Activity budgets. By default, budgets are distributed linearly, but this distribution can be amended by uploading a user defined distribution of the budget into Custom Amount Sources.

Create

  1. Click on Settings > Project > Custom Amount Sources.
  2. To add a Custom Amount Source, click Add Custom Amount Source.
  3. Add Name of Custom Amount Source.
  4. Click Create Custom Amount Source or Create and Add Another.

Import

  1. Click on Settings > Import > Custom Amounts.
  2. To export the Custom Amount file, under Export Custom Amounts select the Custom Amount from the Source drop down list and click Export.
  3. Click on the Download link.
  4. Edit the Custom Amount file data, as needed.
  5. To import the Custom Amount, under Import Custom Amounts select Choose file and select the Source from the drop-down.
  6. To add additional information or update existing information select Append/Update.
  7. To remove the existing information and add completely new information select Replace.
  8. Click Upload to import the file.