Project Budgets can be setup and maintained at the Project, Phase and Activity levels with the option to restrict users' ability to enter transactions that will exceed the budgeted unit and/or dollar amounts.
When checked, users will not be allowed to enter a transaction that will exceed a projects active budget for the specified period.
When checked and the user saves the Budget line will be deleted.
When checked, no transactions will be allowed to code against the Budget line. Only one budget line can be active for any given period of time.
Enter or select a valid Budget Type for the line. Valid values are setup and maintained using the Budget Type maintenance screen.
Select to enforce the budget line by amount, unit or both.
Start of the date range for entries against the budget. Periods are not allowed to overlap for active budget lines.
End of the date range for entries against the budget. Periods are not allowed to overlap for active budget lines.
Amount of Budget for the period selected.
Unit Amount of Budget for the period selected.
Remaining amount left on Budget. This is Budget Amount - Transactions against the Budget.
Remaining unit amount left on Budget. This is 'Budget Unit Amount - Transactions' against the Budget.
Amount Details