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Budget Resource Allocation

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This function enables the user to create budgets and display budget, actual and commitment cost values per entity.

 

The system will not allow any activity on a budget entity if the aforementioned entity is locked.

 

Users with the Budget Manager profile and who are either the div manager, div accountant, responsible person, entity manager or acting for may use this function for the entities for which they are responsible.

 

On this tab the following fields can be viewed:

 

hmtoggle_plus1Baseline

This field populates with all existing baselines the user is entitled to see. A previous baseline may be selected and used in the first comparison column. The aim is to allow the user to compare figures of a previous baseline when doing the latest baseline's budget. It is enabled and non mandatory.

hmtoggle_plus1Baseline

This field displays the valid baselines available for selection and is enabled. Selection of this field is mandatory in order to display the existing entities.

 

The GO TO / F7 jumps to Baseline on the Baseline tab of the Budget Administration function from the Baseline field.

hmtoggle_plus1Baseline

This field populates with all existing baselines the user is entitled to see. A previous baseline may be selected and used in the second comparison column. The aim is to allow the user to compare figures of a previous baseline when doing the latest baseline's budget. It is enabled and non mandatory.

hmtoggle_plus1Budget Id

This field populates with all existing budget id's on the Budget Entity table. It is enabled and mandatory.

 

The GO TO / F7 jumps to Budget id on the Budget header tab of the Budget function from the budget id field.

hmtoggle_plus1Budget Type

This field displays the budget type of the budget id selected.

 

The GO TO / F7 jumps to Budget type on the Budget Types tab of the Budget Maintenance function from the budget type field.

hmtoggle_plus1Company Specific Baseline

This field indicates which baselines are required. If the field is checked, only formal company specified baselines will be available for selection. If the field is unchecked, only non company specific baselines will be available for selection.

hmtoggle_plus1Description

This field displays the description of the budget id selected on the left hand side. It is disabled.

hmtoggle_plus1Description

This field displays the description of the entire order entity key as selected. It is disabled.

hmtoggle_plus1Entity

This field is enabled when the entity type is selected in the Entity type field. It is populated with the account number for account entities, node number for nodes and the order number for order entities that exist in the Budget Entity table for the specific budget id and baseline. The order entity will require further selection of valid order types, existing line number and

completion dates. (The line type and description is displayed here too.) Selection of this field is mandatory

hmtoggle_plus1Entity Type

Once the baseline has been selected, this field becomes enabled. The user may select the valid entity types as per the budget type selected. Nodes and accounts are linked to Capital and Own funded budgets. Order and accounts are linked to Contract budgets. Only accounts are linked to cost centre and division budgets. Only nodes are linked to Project budgets. Selection of this field is mandatory.

 

The GO TO / F7 jumps to Node / Order Master / Accounts functions from the budget entity type field  where this is either, node, order or account.

hmtoggle_plus1Entity End Date

This field displays the end date of the entity selected. It is disabled.

hmtoggle_plus1Entity Start Date

This field displays the start date of the entity selected. It is disabled.

hmtoggle_plus1Line Numbers

This field is enabled when an order type is selected. It is populated with existing line number and completion dates, the line types and descriptions of the order. Selection of this field is mandatory for order entities.

hmtoggle_plus1Max Budget

This field displays the cost limit of the node entity (if a node was selected). The system ensures that the budget does not overspend the Cost Limit of the node for which the budget is being created.

hmtoggle_plus1Order Types

This field is populated with existing order types. It is enabled when the order number has been selected. Selection of this field is mandatory for order entities.