Create New Budget - Budget Information

Use the Budget Information section of the Create New Budget wizard to specify the method to use when creating the new budget.  You can copy the balances from the source data (current, history, another budget) exactly as it is, by marking it up a specified percentage, by marking it down a percentage, or by zeroing out the amounts.  Later, you can fine-tune the budget using the Budget Maintenance routine. The table following the window example describes the Budget Information section.

For additional information, click More.

Tips:

 

Directions:

To display the Budget Information section:

  1. Click Daily Work from the Menu Bar.

  2. Click Create Budget.

  3. Navigate to the Budget Information section in the wizard.
     

 

Create New Budget - Budget Information Section Example:

 

Create New Budget - Budget Information Section Prompts

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

Budget Description

Enter a description for the budget.  (up to 30 characters)

Method of Creation

To specify the Budget Creation Method for loading the amounts, click one of the options in the drop-down list.  (predefined)

Ranges

To limit the new budget to one or more ranges of Account Numbers, enter a series of ranges in the Budget Ranges field.  (unlimited text)

Notes:

  • Always omit the delimiters from the Account Numbers in the range.

  • Separate the from and to accounts with a dash (-).

  • Ranges are inclusive, so the from and to accounts are included in the new budget.

  • Separate each range with a semicolon (;).

Examples:

  • Single Range:  010200-01300

  • Multiple Ranges:  010200-010300;010410-010455

Percent

Enter the Mark Up or Mark Down Percentage multiplier.  (4.2 numeric)

Examples:

  • To mark up by 10%, enter 110.00.

  • To mark down by 10%, enter 90.00.

Tip:  This field appears only if you specified the Mark up/Down Percentage Budget Creation Method.

To display the previous step, click Back.

Keyboard shortcut:  [ALT + b]

To display the next step, click Next or press [ENTER].

Keyboard shortcut:  [ALT + n]

To close the Wizard without validating or saving the data, click Close.

Other Budget Topics