Basic Budget Entry Article

Basic Budget Entry Article

    Tutorial Link
 

Basic Budget Entry  is used for entering and viewing budgets within two tabs: 
  1. Dashboard 
  2. Account Details 
Other entry and viewing screen options are the  Budgeting Dashboard , and the Custom Budget Entry .  The Dashboard tab functionality differs between these options.  All options have the Account Detail tab functionality.  Please see  What is the Difference Between the Budget Data Entry Screens?  for more information. 

Capital expenditures are entered through the  Manage Capex  screen. 

Dashboard tab 


At the top of the screen are the  Search  criteria. The  Advanced  Search functionality is available. 


Please note that if you are in the Account Details tab  searching will take you back to the Dashboard tab. 

  The Search criteria are: 

a) CompanyDB - this is a required field; 

b) BudgetID - this is a required field. In order for a BudgetID to be available for budgeting the "IsBudgeted" box needs to be checked in  Manage Budgets . 

c) OrgUnit - in order for an OrgUnit to be available for budgeting the "IsBudgeted" box needs to be checked in  Manage OrgUnits  ; 

d) OrgUnit Rollup - these are defined in  Manage OrgUnits ; 

e) Object - in order for an Object to be available for budgeting the "IsBudgeted" box needs to be checked in  Manage Objects 

f) Object Rollup - these are defined in  Manage Objects ; and 

g)  Form  data - can be setup to provide comparative data which can be helpful as a guide when setting budgets.  This drop-down lists "Enabled" Forms setup in  Define Basic Budget Entry Forms . 


Please note that if a Form has been selected,  Drill-Formatted Columns  functionality may be available to access, for example, Actual data. 

In addition to the unchecking of the "IsBudgeted" box, fields may be unavailable to budget because the Chart of Accounts synchronization and related processes need to be completed  (Synchronize Chart of Accounts ).  

Standard functionality is available including  Saving, Print ,  Exporting to Excel ,  Print to PDF ,   Auto-fit Columns ,  Column Data Sort-Ascending/Descending, Confirm not Saved Popup , and Expand Columns . 

The format of the on screen data can be customized by using the  Display Level ,  Row Format ,  Show Roll-up Sub-Total  and  Expand/Collapse Rows  functionality. 

When you uncheck the following boxes, the need to scroll horizontally will be reduced by hiding the data in the respective columns. 

For example, the below shows the screen view with all boxes unchecked.  Please compare to the above screenshot. 




Budget data can be entered in the cells within the below red box by using the  Spread Methods .  Please note that the  Cell Math Functions  and  Copy and Paste  functions are also available for data entry. 

 

Cells that are white can be edited.  Cells that are grey in color have a  Row Lock . 

The Account Details tab is accessed by  Drilling  down into the required AccountNum on the Dashboard tab. 

The following "Right -Click" menu functionality is available: 

 

The Accounts Details tab 

This screen only displays the data related to a single AccountNum. 

The screen has two sections.  The top half is the Assumptions tab and the bottom half is the Budget Summary section. 

A) Assumptions tab 

The standard  Saving ,  Edit Status and Account Approval ,  Attachments ,  Confirm not Saved Popup  and  Print to PDF  functionality is available. 
Data can be copied to/from Excel using the  Copy and Paste  feature. 

Comments and Spread can be viewed on clicking on the below button outlined in red. 

 

This is what the screen will look like when the above "View Comment" and "Show Spread" buttons are clicked.  Comments can be entered by typing in the 'Comments" box and then clicking "Submit".  The "View comments" button will change color from white to light beige to indicated that a comment has been saved. 

 

Data can be entered using the  Show Spread Calculations  (Expanded Spread Method) , Simple Spread Method ,  Row to Row Calculations ,  Cell Math Functions ,  Lookup ,  Copy and Paste , Apply Number Formatting  and  Exclude Row Function .  In addition data can be entered using the  Import Budget Assumptions ,  Import Budget Assumptions Multi-Company , and  Copy Bulk Assumptions  functionality. 

When  Lookup  data is changed, the  Refresh Lookup Syn Status  functionality together with the  Budget Summary-Lookup Sync Status   can be used to view the change against the original Lookup data.  The  Refresh Spread Method Source Values  functionality is available. 

The following "Right - Click" menu functionality is available: 

 

B)  Budget Summary  section. 

 
There are five tabs which provide the following information: 

1)   Acct History ; 

2)  Monthly Variances ; 

3)  Lookup Sync Status ; 

4)  Main Acct History ; and 

5)  View Save History 

Please note that appropriate data from the above tabs can be  Copy and Pasted .  If example, information on a View Save History row could be copied to replace the newest version of the same data in Accounts Details. 


Per below the view of the Budget Summary section: 

1) Can be made larger/smaller by dragging the solid black line; and 

2) Be hidden or revealed by clicking on these arrows. 




The following "Right-Click" menu functionality is available: 

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