Creating budget types
To create a budget type:
- Go to Company.
- Under Project management, click Budget types.
- In the Budget types list, click Create.
- 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. - Click Save.
- To add budget items for the budget type, in the link bar, click Budget items.
- In the Budget items list, click Add and fill in a budget item details. For details, see Creating budget items.
- In the link bar, click Main.
- Click Save and close.