6. Create IT Budget Plan
One of the important QBR deliverables is the Budgetary IT Plan. This plan can delivered as a standalone report or part of the holistic QBR report.
Any IT Assets as well as standalone or synced Opportunity will automatically show up on the IT Budget.
Synced Opportunity will automatically shows up but for Narmada created opportunity or asset, you need to add date OR QTR/Year with value for it show up on the budget
There are 3 views available:
- List (compact) view
- Card view by status
- Card view by year
These 3 views are also available in the QBR report.