Configuring Custom Fields: Budget & Resource Management

Bec Lee
Customer Education Manager

In this video, I will be discussing a custom field option offered in Cascade for budget and resource management. I will show you how to set up this field and assign it to goals. This powerful function allows you to visually track budget allocation versus spending and forecast. I will guide you through the process of creating a custom field template, adding fields to the template, and assigning the template to a plan. By the end of the video, you will have a clear understanding of how to use this custom field option in Cascade.


Your toolkit for strategy success

#1 Rated Strategy Execution Platform
Less chaos. Better Decisions. Faster Results.