When to Use? Anytime.
Project Managers may begin using the Project Estimate and Budget Request Template at any time. You do not have to wait for any process to start to begin using the template. However, the completed template needs to be attached to the following processes:
- 2.02 Project Definition Form Creation
- 2.04 MOU and Stage 1 Budget
- 3.01 Milestone Project Estimate and Budget Request
Location
The Milestone Project Estimate and Budget Template is located in the Documents area of e-Builder. To access the template, click on the Documents link in the Project Menu, then open the Project Development and Budgets folder. The template is located in the 02.02 Capital Budget (I) folder.
Best Practices When Using the Template
The Documents area of e-Builder provides for document management and basic version control when you follow best practices.
Check Out the Template
When you wish to work on the template use the Check Out option.
Edit the Template
Open the template, edit it, and save your edits. Do not leave the template on your local drive. When you are finished using it each day use the instructions below to check it back in.
Check In the Template
Note that while the document is checked out the system knows that you have the working, editable copy of the template.
When you are finished use the Check In link which appears once you have saved the template.
