The Preliminary Budget Line setting can be used to set an initial budget estimate for a project within Project Details. There are six types of budgets, which can be defined for the preliminary budget line. They are Income, Expenditure, Ongoing expenses, Operational costs, Source of funds and Outputs. Once defined, then they can be assigned for the projects.
Follow the steps below to define the Preliminary Budget Line.
STEP 1: Go to Framework> Project Settings> Preliminary Budget Line.
STEP 2: Click 'Add new Budget Line'.
STEP 3: Enter a name, account number and choose the budget type.
STEP 4: Click 'Insert' to add the new budget line.
STEP 5: Use 'Edit' to modify existing budget line as required.
STEP 6: Use 'Delete' to remove the budget line. The system generates a dialog box prompting confirmation for deleting the selected budget line. Click 'OK' to confirm the delete.
STEP 7: Once the Preliminary Budget Line settings are finalised, click 'Save' to save the settings in the system.
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Preliminary Budget lines defined here are available at the project level within the 'Preliminary Budget' object.
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Last revised: July 26, 2017