Budget Detail Setup
Before starting the budget detail process, the budget needs to be defined. For time budget, Budget Detail can be setup by operating unit, department, and/or employee. Additionally, expense budget detail can be distributed across operating unit, department, employee, expense group, and/or expense type.
Time Budget Detail Setup
- Access the Budget setup window.
- Click on Detail on a budget.
- Click the Add button to create new details
- Select the following optional fields for which the budget should apply.
- Operating Unit
- Department
- EmployeeID
- Click Save
Expense Budget Detail Setup
- Access the Budget setup window.
- Click on Detail on a budget.
- Click the Add button to create new details
- Select the following optional fields for which the budget should apply.
- Operating Unit
- Department
- EmployeeID
- Expense Group
- Expense Type
- Click Save
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