Budget Setup

First, you must create your budget templates. A budget template is the record where your budget line items are configured. The Manage Budget Templates page allows you to create, edit, delete, layout, or download a budget template.

You have the option to create budget views for different user classes. A budget view limits the list of line items available to a user. You can control which views are associated with a budget type by selecting a budget view from the Use this Budget View on the Manage Budget Types page.

You can create budget views from the Manage Budget Views page of the System Administrator Dashboard.

Budget types are the columns in your budget, such as your Approved and Submitted columns. When you add values to a line item in your budget, the value is entered in a Budget Type column. You can also grant users differing levels of access to specific Budget Type columns on the Budget Columns page of the Manage Security section of the System Administrator Dashboard.

• To learn how to create and manage your budget types, see the Manage Budget Types page.

• To learn about common budget type configurations, see the Common Budget Type Configurations page.

The budget summary page controls which columns—or types—can be seen and when they can be seen. The summary page provides a snapshot of the budget information. It is also the first page seen by the user when they open the Budgets sub-module.

• To learn how to create and manage your budget summary pages, see the Manage Budget Summary Page page.

• To learn about our recommended budget summary page configurations, see the Common Budget Summary Page Configurations page.