Project Settings – Preliminary Budget Line
The Preliminary Budget Line setting can be used to set an initial budget estimate for a project within Project Details. There are six types of budgets, which can be defined for the preliminary budget line. They are Income, Expenditure, Ongoing expenses, Operational costs, Source of funds and Outputs. Once defined, then they can be assigned for the projects.
Follow the steps below to define the Preliminary Budget Line.
STEP 1: Go to Framework > Project Settings > Preliminary Budget Line.
STEP 2: Click Add new Budget Line.
STEP 3: Enter a name, account number and choose the budget type.
STEP 4: Click Insert to add the new budget line.
STEP 5: Use Edit to modify existing budget line as required.
STEP 6: Use Delete to remove the budget line. The system generates a dialog box prompting confirmation for deleting the selected budget line. Click OK to confirm the delete.
STEP 7: Once the Preliminary Budget Line settings are finalised, click Save to save the settings in the system.
Preliminary Budget lines defined here are available at the project level within the 'Preliminary Budget' object.
Income and Expenditure - Preliminary budget tab.
Ongoing expenses - Ongoing expenses tab.
Source of funds - Source of funds tab.
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