Linking a capital project to a cost group
You must link a capital project to a cost group structure in order to be able to create budgets for the project. This link can be defined when adding a Budget categories – project in the > level.
To add a project budget category, proceed as follows:
Procedure
1. Go to the Budget categories selection level.
2. From the action menu, select Add Budget categories - project.
3. Complete the fields in the data section.
4. In the Project field select the main level of the relevant capital project.
5. In the Cost group field, select the main level of the relevant cost group.
6. Click Save.
A new Project budget category is added.
For more information on the adding project budget category, see
Adding budget categories.
7. After linking the main level of a capital project and the main level of a cost group to the budget category, you can proceed to add individual budgets to each sub project / sub cost group.
If the linked capital project is defined as operational expenditure, you must select a financial year for the whole project.
Note that you can link a capital project and a cost group only once.