User Manual 2.2/Budget

Budget window

Budget line tab

Definition

The Budget window allows users to develop an idea of what a project, job, etc. will cost/earn. In the end, the budget will be compared against actual results in order to gauge the status.

Tabs

• Budget Header: Creates the type of budget being created. Options include procurement, sales, financial, etc.).
• Budget Line: Amounts are introduced in this section. One line can be for a period, or for the entire budget duration. Accounting dimensions are included in each budget.

Process Information

• When using a financial budget, each line in the second tab Budget Line must indicate the related accounting area being used in the overall budget.
• Using the Export Budget to Excel process, users can convert the document to this different, must simpler format.
• A Copy Budget features allows users to create a standard budget which can be used for similar projects, jobs, etc.