Defining budget groups

Create budget groups for different entities. Budget groups include Departments, Systems, Equipment, WO Locations, Cost Code, WO Cost Type, WO Job Type, and Project. Using budget groups saves time by assigning a budget amount to a group of items rather than to many single items, e.g., define a budget group for the HVAC group containing all pieces of equipment associated with the HVAC system.

To define budget groups:

  1. Open the Budget Groups form.
  2. Click New Record.
  3. Organization—Enter the organization to which the budget group belongs if you use multi-organization security.
  4. Budget Group—Enter a budget group name, and then enter a budget group description in the adjacent field.
  5. Entity—Enter the entity for which to create a budget group. The system automatically populates entity description.
  6. Click Save Record.