Budget Planning

Budget planning takes place in the budget overview (4 columns) of the respective budget name.

In the following example, budget amounts are to be entered for the period from 01.01.2022 to 31.12.2022. The desired period under consideration can be limited as follows:

• At „General“ tab changing field „View by“ to „Year“,
• navigating with „Previous Set“ or „Next Set“ until the desired period under consideration is displayed in the „Date Filter“ field at the „Filter“ tab,
• at „Options“ tab activating the „only valid lines“ sliding field

The entry of the „… Budgeted Amount“ can be made:

• either in the columns of the respective Type of Costs („Material …“, „Resource …“, „External Service …“)
• or in the column „Total ….“

It is recommended, to use the individual position lines, if a clear assignment is possible.

For budgets and positions, that are active over several years, it´s recommended to budget the outflow of funds per year. With the „View as“ setting „Balance at Date“ the controlling can be done on the total budget, because then a sum calculation is done on a key date.

The following Figure shows example entries framed.

In the „Budget“ line, the individual entries were automatically cumulated. For the „Amount“ line, the individual entries were also cumulated, according to the settings.