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 Content Manager document management system if your organisation has activated the Content Manager 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
-
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

Subtotal 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

Subtotal 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

Subtotal for section

Total

Expenditure Total    

ALWAYS DISABLED
-
SYSTEM CONSTANT

Configurable

NEVER MANDATORY -
SYSTEM CONSTANT

Operational Cost

Section Heading

Operational Cost Estimate (Post Project)

Operational Cost

ALWAYS DISABLED
-
SYSTEM CONSTAN

Configurable

NEVER MANDATORY -
SYSTEM CONSTANT

Operational Cost Total

Subtotal 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 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

Subtotal 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 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 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

Subtotal 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 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

Subtotal 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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Configuring Objects

 

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