Understanding Budgets and Budget Items
The Active Budgets Table shows summary information regarding all active budgets on the Active Tab of the Budgets Page in the Finance Module. Closed and archived budgets utilize the same page, but they are housed separately on the Closed and Archived Tabs of the Budgets Page.
Within the budget table, account information fields are used as the column headers. The default columns are Account, Name, Most Recent Activity, Outstanding Items, Attachments, Pending Approvals, Total Budget, Amount Used, Amount Remaining, and Actions. However, any desired field can be created by an administrator. WIKI LINK HOW TO: ADD A CUSTOM / ADDITIONAL USER ACCOUNT INFORMATION FIELD
The Active Budgets Table can be customized on the Table Defaults Tab of the Site Settings Module. WIKI LINK HOW TO: EDIT COLUMS TABLE DEFAULTS TAB (Site Settings Module) This would include any additional fields created as discussed above as well as other existing account fields.
The “Add New Budget” button is available from any tab on the Budget Page.
Within the Finance Module, Account refers to the individual whose account is linked to the budget as its owner. If the account that created the budget is archived or deleted, it can impact the budget status depending on the budget settings selected.
A variety of icons are used to navigate the budget table and actions associated with it. They are explained in the Budget Icon Explanations Table Below.
Budget Icon Explanations | |
Icon | Explanation |
| This sort ascending and sort descending icons indicate that the column that is being used to sort the table. The stair step to the right of the arrow indicates if the information is ascending or descending (alphabetically or numerical value). |
| The down and up arrow icon indicates that this column is currently not being used for sorting. Clicking this icon will result in the table being sorted by these entries, and the icon will change to the ascending icon shown above. |
| This icon is present if the tabular information does not fit entirely on your screen. Selecting it will expand the information below the entry row so that all information for the entry can be visible at once. |
| The eyeball icon is used to view a budget and opens the Budget Items Per Budget Table. |
| The pencil icon is used to edit a budget and opens the Edit Budget Modal. |
| The bell icon is used to Add a budget alert and opens the Add Alert Modal. This alert allows individuals or those with a specific certification role to receive notification what a budget fall below a specified percent or amount of funds remaining. |
| The checkmark icon is used to edit approvers and opens the Edit Approvers Modal where individual accounts or certification roles are identified as an approver and notification settings for budget approval and / or rejection are established. |
| The power icon is used to close an active budget. |
| The file box icon is used to archive a budget that is active or closed. |
| The restore icon is used to open a budget that has been closed or archived. |
| The trash can icon is used to delete a budget. To delete a budget, it must first be archived. |
When an individual elects to view a budget, it opens the Budget Items Per Budget Table which shows detailed information about each individual budget item. Like the active budget table, this is also customizable. Account Information fields are used as the column headers. The default columns are Item Name, Date, Invoice Number, Attachment (s), Amount, Remaining Funds, Notes, Approval Status, Approve/Reject, Paid, and Actions. However, any desired field can be created by an administrator. WIKI LINK HOW TO: ADD A CUSTOM ADDITIONAL USER ACCOUNT INFORMATION FIELD
The Active Budgets Table can be customized on the Table Defaults Tab of the Site Settings Module. WIKI LINK HOW TO: EDIT COLUMNS TABLE DEFAULTS TAB (SITE SETTINGS MODULE) This would include any additional fields created as discussed above as well as other existing account fields.
When viewing a specific budget, the “Add Budget Item” button is available to the right of the page header. WIKI LINK HOW TO: ADD BUDGET ITEM
Each budget will show as an individual tab allowing for more efficient access. The clickable link “Back to Budgets” will take an individual to the Active Tab of the Budgets Page. Action icons show above a filter that allows an individual to search for specific budget items within a singular budget.
No comments to display
No comments to display