M2.14 Update/Submit Cost Plan

  

Description

To pull together all costs forecasted on the project, you must update and submit the cost plan. This will aggregate all labor and labor-related expenses. Once the cost plan is complete, submit the cost plan for approval by the project manager.

Pay attention to the time scale you are looking at as you navigate between Clarity pages.

 

Denote which cost plan is the plan of record.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Retrieve Cost Plan for Approval.

  1. Click on Project icon.

  2. Select My Menu Projects from the View drop-down list.

  3. Click to open project from the list.

 

Step 3: Rename Cost Plan.

  1. Click Financials tab.

  2. Select Budget View from drop-down list.

  3. Click on Cost Plans.

  4. Select the Project Cost Plan.

  5. Click the edit pencil

  6. Rename the Cost Plan.

 

Step 4: Submit Cost Plan for Approval.

  1. Select Project Cost Plan to be submitted for approval.

 

  1. Click the three vertical dots.

  2. Click Submit for Approval.

 

  1. Click Submit.