How Do I Add/Delete BudgetIDs on the Budgeting Search Dropdown Menu? Article

How Do I Add/Delete BudgetIDs on the Budgeting Search Dropdown Menu? Article

On the Budgeting Dashboard , and Basic Budget Entry   screens the BudgetIDs dropdown menu provides the list of BudgetIDs that are available to be Searched on.



The list of  BudgetIDs in the dropdown menu is determined on the Manage Budgets  screen.





  1. From the dropdown menu select the CompanyDB;
  2. Click the "Show Budgets" and the screen will populate with all the BudgetIDs associated with the selected Company DB;
  3. To display a BudgetID in the "BudgetID" dropdown search menu, check its box in the "IsBudgeted" column.  To not display, uncheck the box;
  4. Click the "Save Budgets" button. 

    • Related Articles

    • Search Article

      The Search feature provides the ability to customize the data you wish to view.  1) Make your selection from the dropdown menus.  Please note that fields that are designated with a "*" are required. 2) Then click on the search button. Once the search ...

    • How Do I Add/Delete BudgetIDs Displayed on Reporting Search Dropdown Menus? Article

      When running reports, the BudgetID dropdown lists the BudgetIDs that can be reported on. Whether a BudgetID is available for Reporting is determined in Manage Budgets. From the dropdown menu select the CompanyDB; Click the "Show Budgets" and the ...

    • Budgeting Dashboard Tutorial

      PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: To review and/or update the status for lock, edit, last updated by, approval, comments & attachments for budget accounts. Other Related Tutorials & Page Links: * ...

    • Advanced Search Article

      The Advance search feature provides a more detailed search criteria option.  Click on the Advance icon per below: The following will appear: 1) Enter the required search fields. Seg1 to Seg10 refers to the General Ledger Account Number segments as ...

    • CompanyDB Search Article

      By Drilling down into the "CompanyDB", Tag 1 - 5 will show and can be Searched on.  These Company Tags are defined in Bulk Company Management. Please contact Dynamic Budgets to assist with making any changes to these sensitive tags. To hide these ...