These are the planning assumptions behind every projection. Each field shows the firm standard in grey and is blank by default. Type a value to override it for this client only; clear it to fall back to the firm standard. Nothing here is required.

These are two separate decisions and neither reads the other. The left column is what the client sees in the Summary. The right column is what Assistant is told to quote and what is affordable this round. A topic can be fully discussed with the client and not quoted at all, or quoted at a figure that never appears in the client document. Nothing is inferred from the needs analysis. There is no Summary amount to type: where a topic is marked funded, the client document uses the full shortfall the analysis calculated, so nothing in what the client reads can be hand-entered. Leave out entirely removes the topic from every document: no heading, no figure, no chart, no mention. The reason you give is kept in the saved capture for your own file and is printed nowhere.