About Budgets
Budgets - Concepts
Capital project
Cost groups
Cost categories
Budget categories
Budgets
Operational expenditure budget (OpEx)
Capital expenditure budget (CapEx)
Grouping example
Budget modifications
Forecast
Funds
Fund modification
Fund change
Fund transfer
Financial year
Working with Budgets
Adding cost categories
Adding cost groups
Setting the active financial year
Adding budget categories
Copying a budget category
Adopting budget categories with their budgets
Generating maintenance budgets
Adding CapEx budgets
Adding OpEx budgets
Adding a forecast
Modifying a budget
Closing budgets
Modifying closed contract line budgets
Updating budgets based on order status
Maintaining a budget’s history
Adding a fund
Modifying a fund
General Ledger
Journal entries
Adding a journal entry
Deep archiving a journal entry
Financial console
Budget details table
Budgets - Field descriptions
Cost category data fields
Operating costs budget fields
Capital investment budget fields
OpEx budget data fields
CapEx budget data fields
Forecast data fields
Budget modification data fields
Budget history fields
Fund data
Fund modification data
Journal entry data
Appendix - Budget calculations