Project Workflows – Configuring Preliminary Budget

Owned by amani imtiyas
Last updated: Jan 29, 2024
5 min read

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.

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Preliminary Budget

Field Name