Skip to main content
The Budget Form is the engine of the Dash360 application. This is the best place for users to enter cost estimating data. The Budget Form holds the full contents of the Work Package data in the application. You may add, edit, or delete Resource Assignments from any cost class using the budget form.
  1. Navigation (must do in order)
    1. Select Project
    2. Selects WBS
    3. Select Work Package
  2. Subsections
    1. Details
      1. Standard Fields
        1. CAM
        2. Earned Value Technique
        3. Ready for Approval
        4. Bulk Apply Basis Codes
      2. Notebook Fields
        1. Customizable
        2. Configured in the Admin Area
    2. Estimates
      1. 3 Types
        1. Resource Codes are one of 3 types, and each code can only be used in one section
      • Labor
      • Nonlabor
      • Travel
      1. Can Add, Edit, Delete Resource Assignments for each of the 3 types
    3. WBS Dictionary
      1. This will edit the WBS Dictionary for the WBS the Work Package Exist in
      2. This area edits the same data that you would get from https://YourServer.dash360.com/Estimating/WBSDictionary
      3. This is not to be confused with the Work Package Details at the top of the page
    4. Schedule
      1. Allows you to review and edit schedule activities that have been assigned to this Work Package.
      2. You can also add activities to the schedule in this Work Package, but this is not typically recommended
      3. You may also connect resource assignments to your schedule. This is called Resource Loading Your Schedule. You have the ability to add any resource assignment in the work package to be connected to one or more schedule activities. You can then adjust the timeframe of your resource assignment to align with the dates of the connected schedule activities
    5. CPR
      1. Review CPR Data from any reporting period for this individual work package. There is nothing to add or edit here, simply read only.
    6. Potential Risks
      1. A place to add risks for review before officially implementing them in the risk register.
      2. This is a great tool for CAMs to bring attention to possible risks for the project for the PM and Project Controls functions to review
    7. Supporting Documents
      1. This is where you can add supporting documents either by uploading PDFs or attaching links to a shared drive, such as SharePoint or Google Drive.
    8. General Comments
      1. This is a place for threaded discussion between any users on the Dash360 server. This is sometime used to document iterations on budget development or change requests once a budget has been baselined
    9. Signature Approval Process
      1. This subsection allows all users to see the progress of budget development. This can be configured by an admin to require specific users of the Dash360 software to approve of budgets before they are baselined. This is an optional feature that can be turned off (hidden) in the Admin area
  3. Flyout
    1. Can change the Project, Work Package, or WBS (same as the navigation functionality at the top of the screen
    2. Can change the Cost Class(es) that are applied to the budget form for viewing, adding, or editing. This is useful for developing change request cost classes, reviewing actual expenses, or understanding how earned value is being calculated
    3. Change the currency format
    4. Create or switch to a different view