13.2The budgets list

Chapter 13 · Budgets·1 min read

Each row: Name (with rev 1, rev 2… for revisions), Covers (Whole company or the department or project), Fiscal year, Frequency, Budgeted income, Budgeted expense, Status and Updated. Filter by Status, Covers and Frequency, or search by name.

Statuses:

  • Draft — being prepared; the only status in which amounts can change.
  • Awaiting approval — submitted and waiting for an approver.
  • Approved — in force: its spending is tracked on the overview.
  • Closed — no longer in force (closed by hand, or replaced by an approved revision).

Click a name to open the budget, Duplicate to copy it (section 13.6), or the delete icon to remove a draft (approved budgets are closed, not deleted).