Navigation:  Budget > Budget Administration >

Baseline

Training Manuals Alphabetical Function List Back Print this Topic Previous topicOne level upNext topic
Show/Hide Hidden Text

The Baseline identifies the budget baseline. This 30 character field should be as descriptive as possible as all budgeting refers to a specific baseline. It represents a specific period at which

the budgets, actuals and commitments are compared.  It is mandatory.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Add

This button allows a new budget baseline to be added.

hmtoggle_plus1Apply

The apply button saves the list of dates that have been scheduled for 'action'.

hmtoggle_plus1Baseline Schedule

This baseline schedule provides a list of dates which may be selected and copied to the list of Scheduled Dates. These are dates on which the company will take snapshots of the data.

They will usually coincide with 'month ends'. The database administrator should use these dates to schedule the required tasks - e.g. downloads, uploads, or budget copies.

hmtoggle_plus1Change

This button allows the description of the budget baseline to be changed.

hmtoggle_plus1Company Specific

This indicator shows the user whether this baseline is a company created baseline ( a formal baseline) or (just) a user created baseline that is not for official company reporting. Once this indicator has been checked and records exist for this baseline, it may not be unchecked.

hmtoggle_plus1Delete

This button allows the budget baseline to be deleted.  The budget baseline may not be deleted if records exist for this baseline.

hmtoggle_plus1Description

This is the description of the budget baseline.

hmtoggle_plus1Scheduled Dates

These are dates on which the company will take snapshots of the data. They will usually coincide with 'month ends'. The database administrator should use these dates to schedule the required tasks - e.g. downloads, uploads, or budget copies.