Budget Maintenance - Overview

Use Budget Maintenance to edit budget information and to compare a budget to other data sources such as the current Chart of Accounts, history and other budgets.

Tip:  For more information, see Understanding Budgets.

Directions:

To see directions for...

• Opening Budget Maintenance, click More.

  1.  Click File Maintenance from the Menu Bar.

  2.  Click Budgets.

  3.  Click Budget Maintenance.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [b] [m].
  
  
  Note:  You may also be able to access the General Ledger menu while in another INVISION module.  To activate the General Ledger menu in another module, the G/L Application Control must be set up for the module during installation.

   

  Budget Maintenance Window Example:

  

   

• Creating a new Budget, click More.

   

  Note:  You can not create a new budget using Budget Maintenance.  Instead, use the Create New Budget wizard.

   

• Editing an existing Budget, click More.

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To change the sources of data to be displayed in the budget columns for comparison, follow the instructions for filling in the View Selection window.

  2.  To change the Budget Amounts for one or more Periods for a specific Account Number, follow the directions for the Edit Budget window.

   

• Deleting an existing Budget, click More.

• Understanding the field values for the following windows, click the window name in the table below: