Difference between revisions of "Creating a New Budget"

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(To enable further budget analysis, additional versions of a budget can be created including Forecast, Adjusted and Revised budgets.)
 
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[[Version Control]]
[[Version Control]]
[[Locking Budgets]]
[[Locking Budgets]]

Revision as of 01:07, 20 August 2013

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

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;

Notes

Related Topics

Version Control

Locking Budgets