Video in production

Budget

Budget lines, transfers, forecasts and snapshots.

What you will learn

  • What is the Budget
    Open the Budget tab to see one row per budget code and the columns from Original Budget Amount to Gain/Loss.

  • Add budget lines and transfers
    Use Add Budget Item to create a line item or a budget modification between codes.

  • Set the forecast to complete
    Open a Forecast to Complete cell and switch on Auto Complete or add forecast items.

  • Take and compare snapshots
    Create a snapshot, open it from the Current Budget menu and compare two budget states.