Project Workflows – Configuring Preliminary Budget

The Preliminary Budget Object consists of four tabs:

Preliminary Budget
Ongoing Expenses
Source of Funds
Outputs

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

Preliminary Budget

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Account No	Column heading	Account No	Account No	ALWAYS ENABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Description	Column heading	Description	Description	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Asset	Column heading	Asset	Asset	ALWAYS ENABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
External Funding	Section heading	Preliminary Budget External Funding	Preliminary Budget External Funding	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
External Funding Total	Sub total for section	Total	External Funding Total	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Income	Section heading	Preliminary Budget Income	Income	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Income Total	Sub total for section	Total	Income Total	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Expenditure	Section heading	Preliminary Budget Expenditure	Preliminary Budget Expenditure	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Expenditure Total	Sub total for section	Total	Expenditure Total	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Operational Cost	Section Heading	Operational Cost Estimate (Post Project)	OperationalCost	ALWAYS DISABLED - SYSTEM CONSTAN	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Operational Cost Total	Sub total for section	Total	Operational Cost Total	ALWAYS DISABLED - SYSTEM CONSTAN	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Grand Total	Displays overall total both at the top and bottom of the grid	Grand Total	Grand Total	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MAN DATORY - SYSTEM CONSTANT

Ongoing Expenses

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Account No	Column heading	Account No	Account No	ALWAYS ENABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Description	Column heading	Description	Description	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Comment	Column heading	Description	Comment	ALWAYS ENABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Annual Ongoing Expenses l	Section Heading	Annual Ongoing Expenses	Annual Ongoing Expenses	ALWAYS ENABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Annual Ongoing Expenses Total	Sub total for section	Total	Annual Ongoing Expenses Total	ALWAYS DISABLED - SYSTEM CONSTAN	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Grand Total	Displays overall total both at the top and bottom of the grid	Grand Total	Grand Total	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT

Custom Object

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Custom Text Field (1-5 available)	Single Line Text Field	Custom Text Field:	Please enter text for the Custom Text field	configurable	configurable	configurable
Custom Tickbox (1-5 available)	A tickbox with True/False value	Custom Tickbox:	Please tick the Custom Tickbox	configurable	configurable	configurable
Custom List (1-5 available)	Dropdown - options are configured via Custom Lists area	Custom List:	Please select a value from Custom List	configurable	configurable	configurable
Custom Date (1-5 available)	Date selection	Custom Date:	Please select a value from Custom Date	configurable	configurable	configurable
Custom Area Field (1-5 available)	Multiline Text Field	Custom Area	Please enter text for Custom Area	configurable	configurable	configurable
Custom Numeric Field (1-5 available)	Number Field	Custom Numeric:	Please enter number for Custom Numeric	configurable	configurable	configurable
Section Header (1-10 available)	Displays a textual label which can be used to break up the screen into logical sections	Section Header:	Section Header:	configurable	configurable	configurable

Source of Funds

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Account No	Column heading	Account No	Account No	ALWAYS ENABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Description	Column heading	Description	Description	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Comment	Column heading	Comment	Comment	ALWAYS ENABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Source of Funds	Section Heading	Source of Funds	Source of Funds	ALWAYS ENABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Source of Funds Total	Sub total for section	Total	Source of Funds Total	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Grand Total	Displays overall total both at the top and bottom of the grid	Grand Total	Grand Total	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT

Outputs

Field Name	Field Type	Default Display Name	Default Help Text	Default Settings
Field Name	Field Type	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory
Account No	Column heading	Account No	Account No	ALWAYS ENABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Description	Column heading	Description	Description	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS VISIBLE - SYSTEM CONSTANT	ALWAYS MANDATORY - SYSTEM CONSTANT
Comment	Column heading	Comment	Comment	ALWAYS ENABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Outputs	Section Heading	Outputs	Outputs	ALWAYS ENABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Outputs Total	Sub total for section	Total	Outputs Total	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT
Grand Total	Displays overall total both at the top and bottom of the grid	Grand Total	Grand Total	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT

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