Create New Budget - Create Budget From

Use the Create Budget From section of the Create New Budget wizard to specify the source of the basic data for the budget.  You can create the basic data of a new budget (including accounts and amounts) by copying the data from the current Chart of Accounts, history, or another existing budget.  Later, you can fine-tune the budget using the Budget Maintenance routine. The table following the window example describes the Create Budget From section.

For additional information, click More.

 

Tips:

 

Directions:

To display the Create Budget From section:

  1. Click Daily Work from the Menu Bar.

  2. Click Create Budget.

  3. At the Enter Budget Name section, click Next .
     

  4. Advanced Methods:  To see additional methods for displaying the Create Budget From section, click More.

     

     

 

Create New Budget - Create Budget From Section Example:

 

Create New Budget - Create Budget From Section Prompts

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

Create From

To specify the source of the basic data for the new budget, click one of the options in the drop-down list.  (predefined)

Year

Enter the historical Fiscal Year to use as the source of the basic data for the new budget.

Tip:  This field appears only if you selected History Chart of Accounts in the Create From field.

Budget From

Enter the Budget Name to use as the source of the basic data for the new budget.

Tip:  This field appears only if you selected Another Budget in the Create From field.

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