Defining budget details

Using the Details page of the Budgets form, combine budget information and assign specific monetary amounts to each budget area. The Details page contains budgeted amounts for individual budget items or groups within the structure of a budget. Define budgets according to dollar amount for individual budget items or for budget groups.

To define budget details:

  1. Open the Budgets form.
  2. Select the budget for which to view details, and then click the Details tab.
    Note: In the budget tree, the item code and organization will be displayed with the budget amount if details already exist. Descriptions are hover text only.
  3. Click Add Budget. The system enables the Budget Details section. The system automatically populates Current Budgetand Calculated Budget.
    Note: If you click Add Sub-Level Budget, the fields will display in the same manner but appear beneath the main budget heading for the next lower level in the budget structure.
  4. Enter information in the required fields.
    Note: When adding budgets and sub-level budgets, the fields vary depending upon the levels set up in each budget structure. Complete the required fields as they display. For each budget, select an individual budget item or a budget group, and then assign a budget amount. All other fields are protected.
  5. Budget Amount—Enter the amount for the currently selected budget. The system automatically populates the budget amount currency.
  6. Click Submit.