Budget Items

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

tip

Roles required:

• Create, edit – admin or budget_manager
• Read – admin, budget_manager or budget_agent

No one can delete budget item records.

Create a budget item

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To create a new budget item record, follow these steps:

1. Navigate to the Budgets → Budget Items.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Budget Item form fields

Field	Mandatory	Description
Name	Y	Specify the name of the budget item record.
Budget	Y	Specify the budget record which the budget item is created for.
Cost center	N	Specify the cost center that is related to the budget item record.
Cost category	Y	Specify the cost category which the budget item is created for.
Cost type	Y	Select a cost type. Available options: CAPEX OPEX
Planned limit	N	Enter the budget limit for the budget item.
Actual costs	N	Enter the actual cost of the budget item.
Savings	N	Specify how much savings are made.
Currency	N	Select the currency that was used to specify values of the Planned limit, Actual costs, and Savings fields.
State	N	Select the record state. Available options: Draft Approval Valid Not valid
Fiscal period	Y	Specify the fiscal period for the budget item.
Work notes	N	Provide additional information.

The Activty Feed widget with the History and Work Notes tabs is available on the form of a saved record.

note

Each budget item record receives a unique displayable name after saving the record. The name is generated according to the following template: BDIXXXXXXX Name. Example: BDI0000032 Equipment update.

Related Lists

• Planned Cost Items – a list of planned cost items for the budget item.
• Actual Cost Items – a list of actual cost items in the allocated budget.