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:
- Navigate to the project where you want to add the planned budget
- Move to the Brief tab
- Scroll to the “Funding” section
- 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.
- Select the funding year
- Choose a funding source
- Select the currency
- Type in the total funding amount
- Click the “Done” button in the top right corner of the window
The financials will be added to the project.
Insider Tips:
- Only Team Leads can add project funding
- Funding can only be added to projects that are actively managed in the platform