Assign initial template and add columns

This section describes how to assign a budget template to an entity and add budget columns.

When you first open the Budgets page, an empty table is shown with Previously Applied Templates. To use the Budgets page, you must apply a budget template. Once you have applied a budget template, you can add budget columns to your budget. These are also known as budget types.

When you add values to a line item in your budget, the value is entered in a Budget Type column. If you are an Administrator, you can grant users various levels of access to specific Budget Type columns on the Budget Columns page in the Manage Security section of the System Administrator Dashboard.

On the Budget Creation page, you can add pre-configured budget columns, and upload budget columns.

1. Select the budget template you want to apply from the Assign Budget Template field.

2. Click Assign Budget Template.

   A success message is displayed when the template is applied.

   You can now add budget columns.

3. Click Budget Creation in the Actions column.

   The Budget Creation page opens.

Add a pre-configured budget column

1. On the Budget Creation page, click Add.

   This appears to the left of the Actions menu on the right side of the page. The Select Item to Add window opens.

2. Select the budget type you want to add from the field.

3. Click Submit.

   The budget type page of the Select Item to Add window opens.

4. Select the appropriate default status from the Status field if a default status for the budget type is not already selected.

   Important!

   Certain statuses may lock your budget type and prevent you from further editing the budget values. Ensure that you select the proper status value.

5. Enter a description of the budget in the Description field.

6. Do one of the following:

   • Select the Get Initial Values from Template check box.

     This setting pulls default line item values from your budget template.

     After this check box is selected, the Initial Values From is disabled.

   • Select a budget type from the Initial Values From field.

     This setting will copy the values from another budget type.

7. Do one of the following:

   • Click Add.

     The window closes. The budget type appears in the Template table.

   • Click Add and View Values.

     The window closes. The budget type's Values page opens.

8. Repeat these steps to add additional budget columns.

Upload budget columns

1. On the Budget Creation page, click Upload below the Template table.

   This appears to the left of the Actions menu on the right side of the page. A dialog box opens.

2. Select the budget column you are uploading from the What are you uploading? field.

3. Select the contractor who submitted the budget spreadsheet from the Contractor field.

4. Enter a description of the spreadsheet in the Description field.

5. Click Browse.

   Your computer's File Explorer window opens.

6. Find your budget spreadsheet using the file explorer.

7. Select the spreadsheet.

   The window closes.