Creating budget items

To create a budget item:

Go to Company.
Under Project management, click Budget items.
In the displayed window, in the Budget type field, select a budget type to add a budget item to.
The budget type list is based on the Budget types catalog.
Click Add.

In the displayed window, fill in the following fields:

Field	Description
Name	A budget item name or short description.
Parent	A group that a budget item belongs to. Keep the field blank if you do not want to include a budget item in any group.
Type	A budget item type. It indicates how to collect data and calculate amount for a budget item. Select one of the following types: Add. Indicates that actual amounts are collected for the budget item as positive numbers. The total amount of the budget item is calculated by adding the amounts. For example, a budget item is Revenue and actual revenue amounts are USD 1000 and USD 500. Then the total revenue is USD 1500. Subtract. Indicates that actual amounts are collected for the budget item as negative numbers. The total amount of the budget item is calculated by subtracting the amounts. For example, a budget item is COGS and actual COGS amounts are USD 400 and USD 500. Then the total COGS amount is USD -900. Formula. Indicates that a budget item amount is calculated by a formula based on other budget items. Group. Indicates this is a group for other budget items. You will be able to select it as a parent group when creating budget items. The total amount for a group of budget items is calculated by adding the amounts of all budget items of the group.

If Type is set to Formula, specify a formula. To do this, click Edit. Then, in the Formula editor, double-click budget items that you want to include in the formula and logical or arithmetic operators for them. To check if the formula is correct, click Check formula. If the formula is correct, click OK.
To display a percent sign (%) next to the formula calculation result, select the Percent checkbox. For example, this is a good option if the formula calculates gross margin percentage. In reports on budget items, % will be displayed next to the gross margin value.
Note. Selecting the Percent checkbox does not mean that percentage is calculated. To calculate it, you need to specify the corresponding formula.

If Type is set to Add or Subtract, on the Data tab, fill in the following fields:

Field	Description
Data source	A data source for collecting actual amounts of a budget item. It is a data register that stores records made when documents are posted.
Field name	A data field for collecting actual amounts of a budget item. It is the data field of the selected data source.
Field type	The type of data stored in the selected data source. Currently available data sources store turnover data, so the type is Turnover.

If Type is set to Add or Subtract, when required, on the Filters tab, specify filters applied to the selected data source. Each filter is an additional rule for collecting actual data for a budget item.
To specify the rules, fill in the following fields:

Field	Description
Parameter	A filter parameter. By this parameter, 1C:Drive will search for the actual data in the selected data source. To select a filter parameter: Click . 1C:Drive shows a list of data fields that you can apply as filter parameters. Available data fields vary depending on the selected data source. Select a data field and click Select.
Condition	A condition applied to the selected filter parameter. A list of conditions is predefined and depends on the filter parameter type.
Value	The filter parameter value associated with the selected condition. The list of values depends on the specified filter parameter and condition.

For example, for budget item "Other expenses", a rule requires to collect only amounts of expenses other than cost of goods sold (COGS). Then, Parameter is Income and expense item, Condition is Not equal, and Value is COGS.

Optional: In the Description field, specify additional details about a budget item.
Click Save and close.

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