Enter Budget Template Details

Explanation

This activity is used to enter data in the Budget Template/Details tab. The access to budget template details depends on the budget user role. 

In the Details tab window, only the combinations can be specified in the Planning status. Once, the template has been submitted, the budget values for the periods can be entered.

If the parent Budget Process is Protected, only the Administrator or the person Responsible can handle the combinations in the Planning state.

Budget template details can also be accessed by using the right mouse button option Details in the Budget Templates window.

Prerequisites

Information in the header details must have been entered. 

System Effects

As a result of this activity a budget template will be created.

Window

Budget template

Related Window Descriptions

Budget Template

Procedure

1. Query or populate the Budget Template window to view the budget template ID.
2. In the Details tab, click New to enter lines.
3. Select the item category from the drop down list.
4. Enter the item category and the account/item.
5. Save.
6. Right-click and then click Submit.