Adding budget categories
This section generally explains how to add a new budget category.
Procedure
1. Go to the Budget categories selection level.
◦ If you drill down from a specific property, the budget categories linked to that specific property are displayed.
If you want to view the general budget categories that are not linked to the active property, click the General categories included button in the toolbar.
If you want to view the general budget categories that are not linked to the active property, click the General categories included button in the toolbar.
◦ By default, only the budget categories of the active financial year are shown. If you also want to view the budget categories of other financial years, click the Financial year active toggle button.
2. From the action panel, select Add capital investment budgets / Add operating costs budgets.
3. Complete the fields in the data panel.
For more information on the available budget category fields, see Capital investment budget fields and Operating costs budget fields.
4. Click Save.
You have created a new budget category.
 | Use the Property option in the Links menu to link an operating costs budget category to one or more properties. |