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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