View the budget
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Click Budget tab of an entity or the tab is already displayed, click Budget Summary.
The default Budget Summary page opens if a budget exists.
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If more than one Budget Summary page exists, select the page you want in the upper-right corner.
Bidder names show before the Bid Close Date if your System Administrator has selected unsealed bidding at the firm or workflow level.
The budget type shown on the Budget Summary page depends on the selection your Administrator has made in the Allow multiple instances with Selected status. When selected:
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If multiple budget versions have the same status, the most recently updated budget version is shown.
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If one budget version has Default status and another has Selected status, the budget version with Selected status is shown
When cleared, the budget type with Selected status is shown.
View budget line item history
When a budget cost is updated using a work flow, the budget cost for the line item is a hyperlink. For example, when a vendor submits an invoice that is approved, click the budget cost link to view a list of changes.
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Find the budget line item you want to view.
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Click the hyperlinked budget cost.
A window opens, with a list of changes.
View Program by Capital Project or Category
You can use the Program module to group and manage capital projects. You can view your schedules and budgets from a high-level. Example uses:
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HVAC upgrades
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Store refreshes
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Signage updates
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Parking lot re-stripes
When you apply a budget summary page at the program level, you can view by capital project, and by category. You can view a program's budget summary page.
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Click Budget Summary in the Actions column.
The default budget summary page opens.
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If there is more than one budget summary page, select the page you want to view from the field to the left of the Actions menu on the right side of the page.
The page you selected opens.
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Select the option you want from the header of the Budget Summary page:
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View by Capital Project: List the capital projects associated with this program. The Total line shows the budget total at the bottom of the list.
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View by Category: Budget template view of your budget. This view does not distinguish between capital projects.
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Click Caret buttons to expand the budget detail.
Export Budget Summary to Excel
If you created a budget summary on an entity other than a Capital Program, you can export it Excel.
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Click Excel icon in the upper-right corner of the page.
The Summary page is downloaded in CSV format to your downloads folder.
When multiple summary pages exist for the entity, fields from the summary page are exported according to the configuration your Administrator has set.
If the # character is included in the name of a budget line item, it is not included in the export
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Select the option in you browser to open the file.
