Configuring Preliminary Budget
The Preliminary Budget Object consists of four tabs:
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This object and its tabs can be renamed.
None of the tabs can be switched off. Hence, they are mandatory.
Can be added multiple times within one workflow.
This is an independent and incremental object. Hence, the changes made to one instance will be reflected in all subsequent instances. However, they will not reflect in the previous instances.
Preliminary budget lines (income/expenditure) must be defined.
Income from Funding Partners can only be added if Funding Partners were associated with the project using the Project Linkage object. Thus, it is advised to always have the Preliminary Budget object follow the Project Linkage object.
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Document section: | Section for the inclusion of documents which can be viewed by the user through the project record. Instructions: Enter the URL of an existing document or upload a file from your workstation. The URL can be a link to your TRIM document management system if your organisation has activated the TRIM document management functionality. | N/A | N/A | N/A | N/A | N/A |
Preliminary Budget
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Account No | Column heading | Account No | Account No | ALWAYS ENABLED | configurable | NEVER MANDATORY - |
Description | Column heading | Description | Description | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Asset | Column heading | Asset | Asset | ALWAYS ENABLED | configurable | NEVER MANDATORY - |
External Funding | Section heading | Preliminary Budget External Funding | Preliminary Budget External Funding | ALWAYS DISABLED | configurable | NEVER MANDATORY - |
External Funding Total | Sub total for section | Total | External Funding Total | ALWAYS DISABLED | configurable | NEVER MANDATORY - |
Income | Section heading | Preliminary Budget Income | Income | ALWAYS DISABLED | configurable | NEVER MANDATORY - |
Income Total | Sub total for section | Total | Income Total | ALWAYS DISABLED | configurable | NEVER MANDATORY - |
Expenditure | Section heading | Preliminary Budget Expenditure | Preliminary Budget Expenditure | ALWAYS DISABLED | configurable | NEVER MANDATORY - |
Expenditure Total | Sub total for section | Total | Expenditure Total | ALWAYS DISABLED | configurable | NEVER MANDATORY - |
Operational Cost | Section Heading | Operational Cost Estimate (Post Project) | OperationalCost | ALWAYS DISABLED | configurable | NEVER MANDATORY - |
Operational Cost Total | Sub total for section | Total | Operational Cost Total | ALWAYS DISABLED | configurable | NEVER MANDATORY - |
Grand Total | Displays overall total both at the top and bottom of the grid | Grand Total | Grand Total | ALWAYS DISABLED | configurable | NEVER MAN |
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Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Account No | Column heading | Account No | Account No | ALWAYS ENABLED | configurable | NEVER MANDATORY - |
Description | Column heading | Description | Description | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Comment | Column heading | Comment | Comment | ALWAYS ENABLED | configurable | NEVER MANDATORY - |
Outputs | Section Heading | Outputs | Outputs | ALWAYS ENABLED | configurable | NEVER MANDATORY - |
Outputs Total | Sub total for section | Total | Outputs Total | ALWAYS DISABLED | configurable | NEVER MANDATORY - |
Grand Total | Displays overall total both at the top and bottom of the grid | Grand Total | Grand Total | ALWAYS DISABLED | configurable | NEVER MANDATORY - |
...