What is the Budget Object
...
Quick info: The financial module includes three objects for budgeting purposes which is the Budget Object, Invoice Object & the Change Register Object.
Budget Tab
View of the Budget Tab
...
Activating the Budget object in your Project
...
Button toolbar contains 6 buttons.
Quick Tip: Upload button only visible if your administrator configures the upload function within the Budget Object.
...
Show Budget Tax (Toggle) - This allows you view respective tax configured.
Quick Tip: You have to tick the “Include for tax” column on the grid related to the types/lines that you want to view
Quick Tip: You have to switch ON the “Show Budget Tax” toggle to enable tick boxes under Include For Tax column.
...
The original budget value will also change to 100,000.000 and will roll up to the budget type respectively.
Need image
...
Values in “Red” would show you that there is a Change sent to Increase the budget figure on the respective Budget. for an example.
Original Budget Value on the grid is 101,000.000
Change to Increase on the Budget value is 1000.000 this change is shown in the Grid in Red once approved from the change register.
The original budget value will also change to 100,000.000 and will roll up to the budget type respectively.
Need image
...
Save - Clicking on the save button will allow you to save changes made to any Budget Types and lines within the Budget Grid.
Upload - This allows you to upload data through a data upload wizard. you can refer below for more details on the Data Upload wizard.
Export - This allows you to Export budget data within the grid into an excel document.
Filter - Thid button will be enabled to you when the “Reporting Year” functionality is activated within your table view. You can filter budget data for selected 'Reporting Years' and respective 'Budget Types/Lines.' Once the filter is applied, the filter button will change color and indicate that the data is already filtered.
...
You can click on the 'Duplicate' button to duplicate the budget type. You will only be allowed to duplicate the budget hierarchy within the project timeframe, and it will only duplicate the rows without carrying forward any data.
...
Duplicating a Budget line
You can simply click the 'Duplicate' button which is placed on the Budget Type to duplicate a budget line. You will only be allowed to duplicate the budget hierarchy within the project timeframe, and it will duplicate the rows without carrying forward any data.
...