Preliminary Budget Line

The Preliminary Budget Line setting allows setting an initial budget estimate for a project within Project Details. Six types of budgets, namely Income, Expenditure, Ongoing expenses, Operational costs, Source of funds and Outputs can be defined for the Preliminary Budget Line which can then be assigned for use within 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.

Preliminary Budget lines defined here are available at the project level within the 'Preliminary Budget' object. Income and Expenditure - Preliminary budget tab Ongoing expenses - Ongoing expenses tab Source of funds - Source of funds tab

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Last revised: September 23, 2018