Creating a New Budget

Overview

To enable further budget analysis, additional versions of a budget can be created including Forecast, Adjusted and Revised budgets.

How to Create a New Budget Version

Creating a new Budget in BudgetLink

To create a new budget version, follow these instructions.

1. From the Menu in BudgetLink, click on 20. Budget Entry;
2. Click on Version Control in the menu;
3. Click on the Version Control button and answer any prompt;
4. Click Create New Version in the Version Control dialog box that appears;
5. Choose Budget as the version to create and click ok;
6. Enter a Name and Description for your budget;
7. Enter any additional information, see Related Topics for further information;
8. Click OK on the Add Version dialogue;
9. Click Close on the Version Control dialogue;

Video

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Notes

None.

Related Topics

Version Control

Locking Budgets