Adding the planned budget to a research project supports cost transparency and ensures that all relevant costs are accurately tracked.
>>> This article is for Researchers and Insights Experts.
This article is about actively managed research projects and studies.
FYI - You might know Research Projects by another name - check out our glossary to find out!
To add the planned budget to a research project:
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Navigate to the project where you want to add the planned budget
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Move to the “Brief” tab
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Scroll to the “Funding” section
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Click on the Plus Sign icon
in the top right corner of the section
A new screen will pop up where you can enter key budget information.
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Select the funding year
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Choose a funding source
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Select the currency
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Type in the total funding amount
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Click the “Done” button in the top right corner of the window
The financials will be added to the project.
Insider Tips:
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Only Team Leads can add project funding
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Funding can only be added to projects that are actively managed in the platform