How To Add a Project Personnel Budget Line Item

The Planning tab of a project allows users to build performance plans and budgets. Project budget plans allow project managers to define project budget categories and amounts.

Personnel line items are budgeted staff compensation expenses. For more information about compensation history, see the AmpliFund Contact Management Guide.

1. Open Project Management>Projects.
2. Click a project name.
3. Open the Planning tab>Budget.
4. Click the   (Create icon) in the Icon Bar.
5. In the pop-up window, select Personnel from the Item Type dropdown.
6. Select the Category (optional). This list pulls from Administration>Lists>Budget Categories.
7. Add a Description (optional).
8. Select the Responsible Individual. This list pulls from Contacts>Staff.
9. Select the Employee name. This list pulls from Contacts>Staff.
10. Add the Position (optional).
11. Add the amount of Budgeted Salary.
12. In the Benefits section, select a Benefit and click Add (optional). This list pulls from Administration>Lists>Benefit Types.
    
    
    1. Add benefit Amount as a dollar or percentage.
       
13. Click Create.