To create budget, user will:
- Click on budget.
- Click create budget. Fig.350.
- Input budget name.
- Select company.
- Assign user using dropdown.
- Select what should be included in the budget using checkbox.
- Select period (monthly, quarterly or yearly).
- Choose start date.
- Choose end date.
- Click create budget. Fig.351 pop-up screen for creating budget, budget created automatically gets updated on the table log.
How to Add Budget line item.
- Click on dotted button beneath the action column.
- Click on view.
- Click new budget line.
- Input budget description.
- Input budget amount.
- Choose start date.
- Choose end date.
- Select department using dropdown.
- Select material category using dropdown.
- Select purchase group using dropdown.
- Click create budget line item.
Fig.352 dotted action tile is annotated with an arrow.
Fig.353 popup screen on-clicking the dotted action button, view button is annotated with an arrow.
The next popup screen is for adding line item to a created or existing budget.
Fig.354 create new budget line item button is annotated with red arrow.
Fig.355 popup screen on-clicking new budget line, to create budget line.