How To Add a Project Non-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.

Non-personnel line items are budgeted expenses that do not fund staff salary or staff benefits.

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 Non-Personnel from the Item Type dropdown.
6. Add a line item Name.
7. Add a Description (optional).
8. Add the Budgeted Amount.
9. Select the Responsible Individual. This list pulls from Contacts>Staff.
10. Click Create.