Project Workflows – Configuring Preliminary Budget
- amani imtiyas (Unlicensed)
- Paul Angelo (Unlicensed)
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 | Configurable | NEVER MANDATORY - |
Description | Column heading | Description | Description | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Asset | Column heading | Asset | Asset | ALWAYS ENABLED | Configurable | NEVER MANDATORY - |
External Funding | Section heading | Preliminary Budget External Funding | Preliminary Budget External Funding | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
External Funding Total | Subtotal for section | Total | External Funding Total | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
Income | Section heading | Preliminary Budget Income | Income | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
Income Total | Subtotal for section | Total | Income Total | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
Expenditure | Section heading | Preliminary Budget Expenditure | Preliminary Budget Expenditure | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
Expenditure Total | Subtotal for section | Total | Expenditure Total | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
Operational Cost | Section Heading | Operational Cost Estimate (Post Project) | Operational Cost | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
Operational Cost Total | Subtotal for section | Total | Operational Cost Total | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
Grand Total | Displays overall total both at the top and bottom of the grid | Grand Total | Grand Total | ALWAYS DISABLED | Configurable | NEVER MAN |
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 | Configurable | NEVER MANDATORY - |
Description | Column heading | Description | Description | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Comment | Column heading | Description | Comment | ALWAYS ENABLED | Configurable | NEVER MANDATORY - |
Annual Ongoing Expenses l | Section Heading | Annual Ongoing Expenses | Annual Ongoing Expenses | ALWAYS ENABLED | Configurable | NEVER MANDATORY - |
Annual Ongoing Expenses Total | Subtotal for section | Total | Annual Ongoing Expenses Total | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
Grand Total | Displays overall total both at the top and bottom of the grid | Grand Total | Grand Total | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
Custom Object
Field Name | Field Type | Default Display Name | Default Help Text | Default Settings | ||
|---|---|---|---|---|---|---|
Field Enable | Field Visible | Field Compulsory | ||||
Custom Text Field | Single Line Text Field | Custom Text Field: | Please enter text for the Custom Text field | Configurable | Configurable | Configurable |
Custom Tickbox | A tickbox with True/False value | Custom Tickbox: | Please tick the Custom Tickbox | Configurable | Configurable | Configurable |
Custom List | 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 | 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 | 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 | Configurable | NEVER MANDATORY - |
Description | Column heading | Description | Description | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Comment | Column heading | Comment | Comment | ALWAYS ENABLED | Configurable | NEVER MANDATORY - |
Source of Funds | Section Heading | Source of Funds | Source of Funds | ALWAYS ENABLED | Configurable | NEVER MANDATORY - |
Source of Funds Total | Subtotal for section | Total | Source of Funds Total | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
Grand Total | Displays overall total both at the top and bottom of the grid | Grand Total | Grand Total | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
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 | Configurable | NEVER MANDATORY - |
Description | Column heading | Description | Description | ALWAYS ENABLED | ALWAYS VISIBLE | ALWAYS MANDATORY - |
Comment | Column heading | Comment | Comment | ALWAYS ENABLED | Configurable | NEVER MANDATORY - |
Outputs | Section Heading | Outputs | Outputs | ALWAYS ENABLED | Configurable | NEVER MANDATORY - |
Outputs Total | Subtotal for section | Total | Outputs Total | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
Grand Total | Displays overall total both at the top and bottom of the grid | Grand Total | Grand Total | ALWAYS DISABLED | Configurable | NEVER MANDATORY - |
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