Budget Worksheet Form

The Budget Worksheet form displays when you select the Budget Worksheets option from the Transactions > Budget submenu. Use this form to start the creation or adjustment of budget worksheets.

Search: Enter a sequence of characters to filter the list displayed in the Budget Worksheets table.

List Records: Select how many items per page to display using the drop-down list. You can view items in the table in increments of 10, 20, 50, or 100.

Reset Grid: The Reset Grid button will reset the specific table to its default order. See the Tips and Shortcuts page for more information on reorganizing grids.

Budget Worksheet Buttons

Add Budget Worksheet: Click to go to the Add Budget Worksheet Form.

Adjust Posted Budget: Click to go to the Posted Adjustment Worksheet Form.

Delete: Selecting a worksheet from the worksheet table activates Delete.

Copy: Selecting a worksheet from the worksheet table activates Copy.

Budget Worksheet Table

Select: Click in the Select column to select worksheets. Click the Select check box located in the title bar of the Worksheets Table to select all the worksheets in the Worksheets Table. The Copy button activates when a single record is selected. The Delete button activates when one or more records are selected.

Name: Lists the worksheet name. Click to go to the Budget New Worksheet Form (Posted Adjustment).

Version Name: Lists the worksheet version name.

Worksheet Type: Lists the worksheet type.

Begin Date: Lists the budget worksheet begin date.

Ending Date: Lists the budget worksheet ending date.

Budget Type: Lists the budget worksheet type.

Transferred: Lists the budget worksheet transfer status.

Session ID: Lists a transferred budget worksheet session ID. Click the Session ID to go to the Budget Worksheet session.

Posted: Lists the budget worksheet posting status.