Manage Budget Views

Budgets are broken down into parts to make them easy to manage. These are the components from the highest point to the lowest point in the hierarchy:

• Budget Template: Where your budget line items are configured.

• Budget Type: Displays as a column in your budget. When you add values to a line item in your budget, you enter a value in a Budget Type column.

• Budget Summary: The Budget page displays a snapshot of the budget information and is a sub-module of each module except the Contract and Equipment Contract modules. You can select a template that determines the columns or types that display.

• Budget Views: Limits the line items that display by user class.

• Budget Index Variables: Use to modify the default value of one or more budget line items based upon a predefined variable condition. For example, if you know that your typical construction costs are less for projects in a certain region, you can create a Construction Costs variable that allows your project managers to adjust certain budget columns by a percentage value.

To add a budget view:

1. Click Add Budget Template View.

   The Add Budget Template View window opens.

2. Enter the name of the budget view in the Budget Template View Name field.

3. Enter a description of the budget view in the Description field.

   We recommend that you add descriptions to every template, layout, or field you create in Lucernex, so that subsequent administrators will understand the purpose and context of the items you create.

4. If you want this budget view to be a budget view controller, select the Is Budget View Edit Controller? check box.

   Learn more about Budget View Controllers.

5. Click Add.

   The window closes. The Budget Template View appears in the Budget Template View table.

To edit a budget view:

1. Find the budget view you want to edit.

2. Click Edit in the Actions column of the record.

   The Edit Budget Template View window opens.

3. Make your changes.

4. Click Update.

   The window closes. Your changes are saved.

To delete a budget view:

1. Find the budget view you want to delete.

2. Click Delete in the Actions column of the record.

   A dialog opens, asking you to confirm your choice.

3. Click Yes.

   The dialog box closes. The budget view is deleted.

To build a budget view:

1. Find the budget view you want to build.

2. Click Build View link in the Actions column of the budget view you want to build.

   The Build View window opens.

3. Do one of the following:

   • If you want to build a standard budget view:

     • Select the check boxes next to the line items you want the user class to be able to view.

     • Click Select All to select all line items.

     • Click Clear All to clear all line items.

   • If you want to build a budget controller view, use the controls to select which groups or line items you want the user to be able to edit.

     You can select any combination of groups or line items. When a user enters a group-level or line-item level value into the budget column, that will set the default for the budget column. From that point forward, all users entering values into that column will only be able to enter values at the group-level or the line item-level. Other budget columns will be unaffected.

     Selecting a parent group will not automatically select its child items and selecting a child item will not automatically select its parent. Click Arrows button next to a group name to toggle the selection of its child items.

     Learn more about Budget View Controllers.

4. Click Update View.

   The window closes. Your changes are saved.