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Budget

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This is where budgets begin. The header determines the identity of budgets and their life span. Users with the Budget Manager profile AND either Budget Header profile OR a specific role

in the company (e.g. cc mgr) may create, change or delete budget headers. Once a header has been added, only the responsible person may change /delete the information including the responsible person field with the exception of cost centre budgets where the responsible person may be changed by other valid employees.

The user adding a header may add it for any budget type or responsible person.

Those with the Budget Manager profile  and are either the div manager, div accountant, responsible person, cost centre manager, parent cost centre manager, entity manager or acting for may select the budgets they are entitled to see and proceed with the budgeting process.

 

A super profile exists called Budget Super Manager. This profile is independent of the role played in the company. Should the user have this profile, he/she can add, change and delete entities and do budget resource allocation.

 

This function is best used by clicking on the Budget Entity tab as the main purpose of this function is to create new entities. However, if the user wishes to display existing data, the Entity Summary tab is far more useful - jump to this tab immediately. By double-clicking on a row the user can add additional data  (if the user would like to base new information on existing data) or make minor changes to existing data.

 

For detail profile rules for the Budget header: see Profile Header Rules doc.

 

On this tab the following fields can be viewed:

 

 

hmtoggle_plus1Budget Profiles

Valid Profiles         Budget Super Manager

 Budget Super Administration Profile

 Budget Super Maintenance Profile


Budget Header Profile

 Budget CC Account Allocation Profile

 Budget Manpower Classification Profile

Budget Manager Profile

 Budget Div Account Allocation Profile

 Budget Manpower Profile

Budget Maintenance Profile

 Budget Payment Shipment Account Profile

 Budget Classification Profile

Budget Administration Profile

 Budget Capital Account Profile

 Budget Customer Scheduler Profile


 Budget Capital Depreciation Profile

 Budget Purchases Scheduler Profile

Budget Overview Capital Profile

 Budget Overview Contract Profile

 Budget Overview Cost Centre Profile

Budget Overview Division Profile

 Budget Overview Own Funded Profile

 Budget Overview Project Profile


 

 

Functions/Tabs

 No specific role in company

 Div Manager /                    

Div Accountant /      Acting for

 Responsible Person /      Acting for

 Budget Entity Manager / Acting for / CC mgr or parent CC mgrs for account entities in their cc

Budget Header

 Budget Header

 Budget Header (inquire)

 Budget Header (inquire)

 Budget Header (inquire)

Budget Entity

 Budget Super Manager

 Budget Manager

 Budget Manager

 Budget Manager

Entity Summary

 Budget Super Manager

 Budget Manager

 Budget Manager

 Budget Manager

Budget Entity History

 Budget Super Manager

 Budget Manager

 Budget Manager

 Budget Manager

Budget Resource Allocation

 Budget Super Manager

 Budget Manager

 Budget Manager

 Budget Manager

Budget Payment Shipment and linked Cross Reference function

 Budget Customer Scheduler

And/or

Budget Purchases Scheduler

 

 

 

Budget Payment Shipment – linked Depreciation function

 Budget Purchases Scheduler  and                 Budget Depreciation

 

 

 

Budget Overview  - Baseline

 or Budget Customer Scheduler

or Budget Purchases Scheduler

or Budget Overview Cap/Contract/CC/Div/Own F/Project

 Budget Manager +  

Budget Header All

 Budget Manager +  

Budget Header All

 

Budget Overview  -

Budget

 or Budget Customer Scheduler

or Budget Purchases Scheduler

or Budget Overview Cap/Contract/CC/Div/Own F/Project

 Budget Manager +  

Budget Header All

 Budget Manager +  

Budget Header All

 

Budget Overview –

Entity

 or Budget Customer Scheduler or Budget Purchases Scheduler

or Budget Overview Cap/Contract/CC/Div/Own F/Project

 Budget Manager

 Budget Manager

 Budget Manager

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Budget Account Allocation - Budget Resource Account Allocation

 Budget Super Administration

 Budget Div Account Allocation & Budget CC Account Allocation; To do

 Budget DIv Account Allocation & Budget CC Account Allocation; To do

 Budget Div Account Allocation  & Budget CC Account Allocation; To do

Budget Account Allocation - Budget Schedule Account Allocation

 Budget Payment Shipment Account;  Budget Super Administration

 To do

 To do

 To do

Budget Account Allocation - Budget Labour Account Allocation

 Budget Super Administration

 Budget CC Account Allocation & Budget Div Account Allocation; To do

 Budget CC Account Allocation & Budget Div Account Allocation; To do

 Budget CC Account Allocation & Budget Div Account Allocation; To do

Budget Account Allocation - Budget Manpower Account Allocation

 Budget Super Administration

 Budget CC Account Allocation; To do

 Budget CC Account Allocation; To do

 Budget CC Account Allocation ; To do

Budget Account Allocation - Budget Capital Account Allocation

 Budget Super Administration

 Budget Capital Account; To do

 Budget Capital Account; To do

 To do

Budget Account Allocation - Budget Account  to Account Allocation

 Budget Super Administration

 To do

 To do

 To do

Budget Account Allocation - Budget Stock WIP Account Allocation

 Budget Super Administration

 To do

 To do

 To do

 

 

 

 

 

Budget Administration

 Budget Super Administration

 Budget Administration

 Budget Administration

 

Budget Upload

 Budget Super Administration

 Budget Administration

 Budget Administration

 

Budget Download

 Budget Super Maintenance

 Budget Maintenance

 Budget Maintenance

 

Budget Configuration

 Budget Super Administration

 Budget Administration

 Budget Administration

 

Budget Copy

 Budget Super Maintenance

 Budget Maintenance

 Budget Maintenance

 Budget Maintenance

Budget Entity Maintenance-

Budget Entity Replace – Budget Entity

 Budget Super Maintenance

 Budget Maintenance

 Budget Maintenance

 Budget Maintenance

Budget Entity Maintenance-Budget Entity In Sync

 Budget Super Maintenance

 Budget Maintenance

 Budget Maintenance

 Budget Maintenance

Budget Entity Maintenance-Budget Entity Replace – Purchase / Sales Orders

 Budget Customer Scheduler

And/or

Budget Purchases Scheduler

 

 

 

Budget Manpower- Manpower Detail and summary

 

 Budget Manpower

 Budget Manpower

 Budget Manpower – parent cc mgr can also use the function for the particular cc

Budget Manpower Classification

 Budget Manpower Classification

 

 

 

Budget Classification

 Budget Classification

 

 

 

hmtoggle_plus1Profile Rules For Budget Header

PROFILE RULES FOR BUDGET HEADER

To create, change or delete the budget headers, a user requires :

the Budget function (with add change and delete rights) and the user must be either:

 

the responsible person / acting for

 for all budgets for all fields (where they are the responsible person) except budget id and budget type

OR                the division manager / division accountant / acting for                

where the budget is for that division

 for division budgets for all fields except budget id and budget type and responsible person

or has an organization relation number matching that division

 for project budgets for all fields except budget id and budget type and responsible person

OR                the division manager / division accountant /

cost centre manager / parent cost centre managers / acting for where the budget is for that cost centre

 for cost centre budgets for all fields except budget id and budget type

or has an organization relation number matching that cost centre

 for project budgets for all fields except budget id and budget type and responsible person

OR

Budget function (with add change and d

And the Budget Header PROFILE

(with Add, Change and Delete rights).

 for all budgets for all fields except budget id and budget type