Standard functionality is Print, Export to Excel, Print to PDF, Auto-fit Columns, Expand/Reduce Column Width, Filter, Column Data Sort - Ascending/Descending, and Copy and Paste.

The Right-Click Menu and Short-Cut Keys are:

In order to free-up horizontal screen space the Hide/Show Attributes/Tags buttons can be clicked.  In the below example, Attributes are shown while Tags are hidden.

Budget Account Numbers have been created through Create Budget Accounts are listed in Manage Budget Accounts as "Active" accounts. 

To manage these accounts:

1. Search for the Account you wish to manage (please note that CompanyDB Search is available);

2. Please note that Advanced Search is available.

CompanyDB, OrgUnit, Object, Description are defined within Dynamic Budgets.  Account Number, AccountCategory, USERDEF1 and 2, and AccountRollup are defined in Great Plains Accounting ("ERP") software.

3.  To Delete an account:

a. Select the row of the Account Number you wish to delete;

b. Click the "Delete" button;

c.  Click "Yes" on the confirmation message.

d. Please note an account cannot be delete after assumptions ("Assumptions Sub-tab") have been defined for it.  In these cases a message box will appear.  Click "OK" to exist the message.

Please see related article: What To Do When Exporting a Budget With Account Numbers that No Longer Exist in GP?

4. A Budget Account Number can be Locked/Unlocked by checking/unchecking the box and then Saving.

5. If required check/uncheck the box to make a Budget Account Number Sensitive/Non-sensitive and then Save.  

How Does the Sensitive Hierarchy Work (Why I Don't See Data)?

When and Why Do I USe Senstive Levels and/or Sensitive?

6. If you wish a Budget Account Number to be available for budgeting in the Payroll module, check the box and then Save.

Please note that when an Object is checked as "Payroll" on Manage Objects it automatically checks the "Payroll" box on this screen for all Budget Account Numbers that include the Object code.  For example if object 4100-00 was checked then Account Number 000-4100-00 would be checked here.

Generally it is desirable to manage Payroll functionality at the Object level as any changes made at the Object level will impact setup on this screen.

Also, please note that when an Budget Account Number is checked as "Payroll" its data now flows from the Payroll module into the Payroll Projections Sub-tab, and as a consequence the Account is Locked on the Dashboard Tab for Budgeting Dashboard, Basic Budget Entry, Custom Budget Entry, and on the Accounts Details Tab/Payroll Projections Sub-tab for these screens as well Custom Reports and Custom Reports with Line Item Details. Please see 9. below which discusses how to make manual adjustments to this data, if necessary.

The setting up of payroll accounts is independent from setting up security to limit viewing access to payroll information.  Please see How Does Payroll Security Work?

7.  If you wish a Budget Account Number to be available for allocating to ("Destination Account") in the Allocation module, check the AllocAcct box and then Save. Please note that when an Object is checked as "AllocAcct" on Manage Objects it automatically checks the "AllocAcct" box on this screen for all Budget Account Numbers that include the Object code. For example if object 6200-00 was checked then Account Number 000-6200-00 would be checked here.

Generally it is desirable to manage AllocAcct functionality at the Object level as any changes made at the Object level will impact setup on this screen.

Also, please note that when an Budget Account Number is checked as "AllocAcct" its data now flows from the Allocations module into the Allocations Sub-tab, and as a consequence the Account is Locked on the Dashboard Tab for Budgeting Dashboard, Basic Budget Entry, Custom Budget Entry, and on the Accounts Details Tab/Allocations Sub-tab for these screens as well Custom Reports and Custom Reports with Line Item Details. Please see 9. below which discusses how to make manual adjustments to this data, if necessary.

8. If you wish a Budget Account Number to be available for allocating against - the offset to the allocated amount ("Contra Alloc Account") in the Allocation Module, check the ContraAlloc box and then Save.

In the below example, $301,013.06 is being allocated to 000-4116-02 (the "Destination Account") and -$301,013.06 is being allocated to 000-4121-00 (the "Contra Alloc Account").

Please note that when an Object is checked as "ContraAlloc" on Manage Objects it automatically checks the "ContraAlloc" box on this screen for all Budget Account Numbers that include the Object code. For example if Object 6200-00 was checked then Account Number 000-6200-00 would be checked here.

Generally it is desirable to manage Contra Alloc functionality at the Object level as any changes made at the Object level will impact setup on this screen.

9. As discussed in 6, 7, and 8 above when a Budget Account Number is checked as "Payroll", "AllocAcct", and/or "ContraAlloc", the Account Number becomes Locked as the data is flowing respectively from the Payroll and/or Allocation Module.

Checking a Budget Account Number as "Adjustments"  and then Save  it creates a new Adjustments Sub Tab on the Accounts Details Tab which can be used to make manual adjustments to the Budget Account Number.

Please note that when an Object is checked as "Adjustments" on Manage Objects it automatically checks the "Adjustments" box on this screen for all Budget Account Numbers that include the Object code. For example if Object 6200-00 was checked then Account Number 000-6200-00 would be checked here which in turn creates an Adjustment Sub-tab. 

Generally it is desirable to manage Adjustment functionality at the Object level as any changes made at the Object level will impact setup on this screen.

It is important to note that if a user has been designated "Write" permission and appropriate Sensitive Level, Sensitive Summary and Details permissions on Assign User Permissions/Org User Permission tab, they will be able to enter data on the Adjustments Sub-tab.  Please see 5. above for options on how to restrict access to data, if necessary.

10. If you wish an Account Number to be available for Lookup check the InLookups box and Save.

Please note that when an Object is checked as "InLookups" on Manage Objects it automatically checks the "InLookups" box on this screen for all Budget Account Numbers that include the Object code.

11.a. If you wish an Account Number to be available for reporting, check the InReports box and Save.

Please note that when an Object is checked as "InReports" on Manage Objects it automatically checks the "InReports" box on this screen for all Budget Account Numbers that include the Object code.

11.b. If you wish an Account Number to be available for Budget Reallocation, check the "InReallocation" box and Save.

Please note that when an Object is checked as "InReallocation" on Manage Objects it automatically checks the "InReallocation" box on this screen for all Budget Account Numbers that include the Object code.

12. By checking the "RequiresDetailEntry" box and Savings, the corresponding Account Number data is Locked on the Dashboard Tab and users are required to enter data on the Account Details Tab.

13. and 14.  If you wish the data for an Account Number to be rounded, select the required Rounding Method from the dropdown menu (13) , enter the Rounding Precision value (14) and then Save.

Please note that when an Object has been saved with a "Rounding Method" and "Rounding Precision" on Manage Objects it automatically applies those settings to all Budget Account Numbers on this screen  that include the Object code.  Please note because the Rounding Method and Rounding Precision can be edited on this screen for each Account Number rounding values for a specific Budget Account can differ from that of its related Object.

Generally it is desirable to manage Rounding functionality at the Object level as any changes made at the Object level will impact setup on this screen.

There are four "Rounding Method" options which are selected from the dropdown menu. These options are used in conjunction with the "Rounding Precision" value which are manually entered. The Rounding Method and related Rounding Precision value are applied to the data on the Dashboard Tab. The impact of the rounding choices can be previewed on Accounts Details Tab tab; see below examples.

The data on the Budget Dashboard is that of the "Raw Total" on the Account Details tab.

b.  The "Recalculate Account Totals" tool recalculates the total of the accounts that you have searched on and are displayed in the grid.    Once the tool is selected and the following confirmation message appears.  Click "Yes" to continue. 

c.  The "Zero Out Monthly Values" tool deletes monthly values as listed on the Dashboard Tab and the Account Details Tab/Assumptions Sub-tab.  This is useful when setting up a new BudgetID by coping an existing budget and the monthly values are not required; see How Do I Setup a Budget (including for the New Year)?.  It could also be desirable to clear out values from a working budget in order to start afresh.

A. Search for the data you wish to impact; and

B. Select the Account you wish to zero out.

Highlight  "Zero Out Monthly Values", from the "Account Tools" dropdown menu click on it and the following message will appear.  Click "Yes" to continue.

And as the deletion will be permanent the following message will appear. To continue, click on "Yes.

Below is what Budget Dashboard Tab looks like before the monthly values were zeroed out.

And below is what the tabs look like after the monthly values are zeroed out:

d. The "Delete All Line Items" tool is similar to "Zero Out Monthly Values" except it deletes all the data on the Assumptions tab. 

A. Search for the Line Items that you wish to delete;

B. Select the Accounts that you wish to impact; and

C. Highlight the "Delete All Line Items" and click.

The following message will appear after C. above.  Click "Yes" to continue.

And as the deletion will be permanent the following message will appear. To continue, click on "Yes".

Below is what Account Details Tab and its associated Budget Dashboard Tab looks like before the all line items were deleted:

And below is what the tabs look like after the all items were deleted: