Editing Budget Lines
- Julie Leake (Unlicensed)
- Carissa Warnock (Unlicensed)
There are two methods for viewing/editing the Configure/View Budget screen: Table mode and Edit mode. Table mode is not directly editable, however you can edit a budget line by double-clicking on the line itself. Edit mode displays three separate areas: Results, Comparative and Cost Structures. The Cost Structure area is directly editable and changes are immediately viewable in the Results area.
Fields on the Manage Budget Lines screen
| Field | Description |
Save | Saves changes to the screen. |
Refresh | Refreshes the screen. |
Period | View a specific budget period or the totals for all periods. |
View | Select budget scenarios to view. |
Edit Views | Configure and edit user-defined scenarios. |
Switch to edit mode/Switch to table mode | Edit cost structure data and view the changes immediately. |
Lock/Unlock Budget Structure | Make changes to the budget structure, such as creating new lines or editing existing lines, when locked. When unlocked, changes cannot be made to the budget structure. |
Budget Lines | See Budget Lines for a full explanation. |
Account Code | Displays the account code associated with that budget line. |
Splitter Bars | Re-size panes for easier viewing. |
