Creating Performance Budgets

To create a units based performance budget worksheet using the Budget Wizard:

  1. Open the Activities>Budget Worksheet - Worksheet Tab.
  2. Enter a worksheet name, and press Tab.
  3. Select a Budget Version, and click Next.
  4. Select a {user defined field} for the Budget Type, and then continue through the wizard.

Note: These UDFs are available in the Available Columns on the Budget Worksheet and Summary Budget Comparison reports.

  • To create a units based user defined field, as Administrator select Organization>Set Up User Defined Fields. The following must be selected: "Transaction Lines" as the Type, "Number" as the Field Type and "BD" as one of the Transaction Sources.
  • To group performance budget worksheets together, as Administrator set up a budget version ID of "Units" using Organization>Set Up Modules>Budget>Budget Versions.