Budget
The Budgets page is where you can manage your budget items. The Budgets page appears as a sub-module in each module except the Contract and Equipment Contract module.
From the budgets page you can:
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Assign initial template: Once your Administrator has configured budgets for you firm, you can assign an initial template and add budget columns.
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View the budget: You can view the budget from the Budget Summary page of an entity. In the Program module you can View by Capital Project or by Category to switch between a summary view for the capital projects in a program and the budget line items in a program.
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Apply an Ad Hoc Budget Template: When a one-off line item is added to the budget in a project or capital project, apply an ad hoc budget template to list the item in its related group if the enableAdhocBudgetLineItems feature switch is turned on for your firm. Reach out to your Accruent representative for more information.
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Edit budget: Edit column details, status, values, and delete budget columns.
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Create or update budget using spreadsheet: Download an existing budget, update it and then upload it.
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Compare budgets: Compare two or more versions of the same budget.
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Index values: Modify the default value of one or more budget line items based on a predefined variable condition that your System Administrator has set.
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Delete budget: Delete a budget if your Administrator has granted permissions to do so.
To navigate to the Budgets page of an entity:
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Click Entity > Details > Budget.
Use the links in the Navigation Pane on the leftmost side of the page.
For information about configuring and setting up Budgets, see Budget Walkthroughs.
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