Budget Maintenance - View Selection Window

Use the View Selection Window to select the budget that you want to edit and to specify the source data to display in the columns for comparison.  For each column, you can specify one of three sources of data - actuals, history, or other existing budgets.  You can mix and match the sources as desired; for example, you can display three different budgets in the comparison columns.  The table following the window example describes the View Selection Window for Budget Maintenance.

Tip:  For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To display the View Selection Window:

  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].
     

  4. Advanced Method:

At the Edit Budget Window, click Edit View .

 

Budget Maintenance - View Selection Window Example:

 

Budget Maintenance - View Selection Window Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

Budget

Enter the Budget Name for the budget that you want to maintain.  (up to 5 characters)

Tip:  To Search for the Budget Name, click Search .

Column 1 Source

In the drop-down list, click the option for the data source that you want to display in the first comparison column.  (predefined)

Options:

  • None

  • Actuals

  • Budget
    Tip:  When you click Budget, you are prompted to enter the Budget Name.

  • History
    Tip:  When you click History, you are prompted to enter the Fiscal Year.

Tip:  The description of the column displays next to the Column Source.

Column 2 Source

In the drop-down list, click the option for the data source that you want to display in the second comparison column.  (predefined)

Tip:  The description of the column displays next to the Column Source.

Column 3 Source

In the drop-down list, click the option for the data source that you want to display in the third comparison column.  (predefined)

Tip:  The description of the column displays next to the Column Source.

History Year

If you specify History for a Column Source, you must enter the Fiscal Year that you want to display.  (CCYY)

Budget

If you specify Budget for a Column Source, at the prompt you must enter the Budget Name that you want to display.  (up to 5 characters)

Tip:  If you do not know the Budget Name, click Search or press [CTRL + f].

To save the settings for the Column Sources, click Save As Defaults.  The next time you maintain this budget, the column sources will be retrieved for you.  You can then accept the retrieved sources or change them.

Keyboard shortcut:  [ALT + d]

To display the Edit Budget Window, click OK or press [ENTER].

Keyboard shortcut:  [ALT + o]

To close the View Selection Window without making any changes, click Cancel.

Keyboard shortcut:  [ALT + c]

Other Budget Topics