Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Determine whether the budget structure is locked or unlocked, and click the Lock/Unlock Budget Structure icon if it is unlocked.
  2. Right-click on the total (T) budget line you want to add a new budget line.
  3. Select New Budget Line from the menu.
    The New Budget Line screen appears.
  4. Enter a Name and Code for the budget line.
  5. Enter an existing Account Code or click on the ellipses box and choose an account from the list.  
  6. Select an Allocation Type from the drop-down list, if appropriate.
  7. Select a Factor Mode (Variable, Fixed or Both).
  8. Click on the ellipses box and select a budget line that is to be used as the Show % of Line based on.
  9. Select or de-select Calculate % of Parent.
  10. Select the appropriate Budget Line Type for the new budget line you are creating.

    Info
    iconfalse

    Note: The Divider budget line type is only visible if you are creating a top-level budget line.


  11. Click Next.
  12. Proceed to the sections pertaining to the specific Budget Line Type you selected in Step 10.


You can create the following budget line types:

...