Budget Items

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

warning

The Budget Item (budget_item) table form requires additional customization of logic and filters in accordance with the needs and work processes of your company.

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.

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.

Create a budget item

---

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

1. Navigate to the Budget Item (budget_item) table.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.