Budget Names / Budget Versions¶
Budget Versions can assist in managing Budgets by allowing Budget Versions to be created and associated with a Budget Name.
The Budget Version entries can then be rolled up to create the Total Budget or viewed as separated Budget Journal entries.
save changes.
refresh screen.
All budgets have the following configuration elements:
Enable Budget Versions - Tick this is Budget Versions are required.
| Column Name | Description |
|---|---|
| Locked | |
| Journal ID | Enter a version ID. For example 001 |
| Type | From the drop-down menu select the appropriate Type for the Budget Version. If a new Type is needed click on Maintain Types. |
| Description | Enter a description for the Budget Version. |
| Status | From the drop-down menu select the appropriate Status for the Budget Version. If a new Status is needed click on Maintain Status. |
| Comment | This will create a column in the budget window where text data can be entered. |
| Any layer | Tick this if you want to trigger the Budget Entry window at any layer based on what filters are selected for the Budget Version. |
| Year ID | Enter a Year ID for the Budget. |
| Date Time | This is pre-filled with the Date and Time of when a user modified the Budget Version. |
Maintain Statuses¶
Versions Status' that will appear in the drop-down menu under Status. For Example Open, Awaiting Approval, Closed.
Default Status - select one of the Status', right click and choose 'Set as Default'. The default Status diaplays when a new Budget Version is created in the Budget Entry window.
**Lock Status ** - tick to stop user fro being able to change the version status.
Right Click Menu Items¶
Cell Editor - this will bring up another window allowing you to enter, edit and view long text.
Set as Default - set the select status to be the default.
Insert - Create a new status.
Copy - Copy an existing status.
Remove - Delete a status.
Maintain Types¶
Version Types that will appear in the drop-down menu under Type. For Example Ongoing, Reoccurring
Default Type* - one of the Types, right mouse click and choose 'Set as Dafault'. The default Type diaplays when a new Budget Version is created in the Budget Entry window.
Right Click Menu Items¶
Cell Editor - this will bring up another window allowing you to enter, edit and view long text.
Set as Default - set the select type to be the default.
Insert - Create a new type.
Copy - Copy an existing type.
Remove - Delete a type.