Actions – Budget
STEP 1: To associate specific income and expenditure details with an action, click the Budgets tab.
This gives us the ‘HOW MUCH’ it will cost information for the Action.
Notes:
If your organisation has opted to integrate with an external finance system, you will not be able to edit the budget or actual values on this page. The information displayed will have been sourced from your financial software.
Number of decimal places to be shown can be configured from the ‘Limit Decimal Places in Budget’ setting.
STEP 2: To enter a budget, select the applicable year.
The default year shown will be the first year for that particular action and is linked to the action start and end dates you selected in the Details tab. In other words, only years inside the action date range you selected will be shown here.
STEP 3: Enter the budget values in the relevant columns.
As you enter budget information in the relevant columns keep in mind that income figures should be entered as a negative value.
STEP 4: Click Add to save the entry.
Notes:
Use the Edit or Delete buttons to edit or delete a saved record.
A Spell check button is also available at the top right corner.
Where the action is externally funded, you can enter the incoming funds on a per agency basis by clicking on the Show Sources button.
STEP 5: Select the relevant reporting year and agency from the drop-down list.
STEP 6: Specify the amount and click the Add button.
STEP 7: Click Save button to save details.
Notes:
Multiple agencies can be added with corresponding values.
If no Agencies are available for selection, ensure your system administrator has added them via the Framework > Agencies area.
Budget information entered here manually is not available via EIS and through most of the system reports. A few exceptions to this are the Annual Business Plan Report and The Action and Task Progress Report.