Budget

The module contains tables that allow you to plan and manage the company's budget such as:

📄️ Budgets

Use the records of the Budget (budget) table to plan and manage budget expenses for each company cost center.

📄️ Budget Items

This table contains budget items for a specific cost center and refers to cost items.

📄️ Planned Cost Items

The records of the table contain information about the planned cost items of the budget for a specific service or contract. The Actual Cost Items related list is linked to the same budget and allows you to easily track important information.

📄️ Actual Cost Items

The records of the table contain information about the actual cost items of the budget for a specific service or contract.

📄️ Savings

The Savings (savings) table stores records with savings from a certain budget, shows the amount of savings, the remaining budget, and their states.

📄️ Savings Allocation

Use this table to control and monitor savings from the budget.

📄️ Cost Categories

This table contains cost categories and is used in the budget formation process.