Overview
This application allows the user to:
•open or close budget versions for use.
•selects which responsibilities are authorized to input data into selected budget versions.
•create a new budget version heading from scratch.
Typical Users
Project Managers
Risk Factors
None
Function
Insert A New Budget Version
Once opened you will view the following screen:
To add a new budget , click on the 
button.
Complete the fields. Fields marked with an asterisk (*) are compulsory.
Select the following information:
•Budget Type Code - select the type of budget\version to insert using the picker.
•Budget Version Name - enter the description of the budget.
•Budget Version Year- select the type of version using the drop-down arrow.
•Inflation Percentage - enter the inflation percentage.
•Report Month to - enter the month until the reporting should be done.
Select the 
button. The new budget will be displayed in the display screen.
Opening/Closing a Budget Version
Under the 8th column in the display grid, 'Closed', the status of a budget is shown. If a budget is closed for use it will be marked with a '
' for Yes, if the budget is open for use it will be marked with an open block for No.
To open a budget for use, click on the budget in the display screen and select the 
button. Then select ‘Amend Accounts’ from the drop-down options. The account capture screen will be displayed.
Under the account capture screen, the user selects which responsibilities are authorized to have access to the budget.
There are two methods to select the responsibilities:
1. Select the 'All Codes' radio button, all the responsibility codes will be displayed in the Available Accounts screen on the left, use the ‘Select All” button to move all the codes to the Budget Accounts screen on the right.
2. Select the specific responsibility code on the left to move it to the right.
Click on the button to save the responsibility codes.
The status of the budget will be changed to 'blank block' under the Closed column.
To close the budget, click on the budget in the display grid and select the 
‘close’ button.
The system will prompt the following message to confirm if the user would like to close the selected budget. Select ‘OK’ to close
The status under the Closed Column will show as 
Delete an Existing Budget Record
Click on the 
button
Select the line to erase in the display grid and select the 
button.
The system will prompt the following message to confirm if the user would like to erase the record. Select 
to erase.
The record will be removed from the display grid.