Creating budget types


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To create a budget type:

  1. Go to Company.
  2. Under Project management, click Budget types.
  3. In the Budget types list, click Create.
  4. In the displayed window, fill in the following fields:
    Field Description
    Group A group that a budget type belongs to. The group is shown as a folder in the Budget types list. If you fill in a group, the budget type is included in the corresponding folder.
    Keep the field blank if you do not want to include a budget type in any group.
    Code A budget type ID. It is automatically filled in when you save the budget type.
    Description A budget type name or short description.
    You can find a budget type by description in the Budget types list.
    Comment Additional details on a budget type.
  5. Click Save.
  6. To add budget items for the budget type, in the link bar, click Budget items.
  7. In the Budget items list, click Add and fill in a budget item details. For details, see Creating budget items.
  8. In the link bar, click Main.
  9. Click Save and close.

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