Budget Entry Menu
The information below refers to the latest version.
pcFinancials r1.3
pcFinancials r1.2
pcFinancials r1.1
pcFinancials r1.0
pcFinancials r1.3
pcFinancials r1.2
pcFinancials r1.1
pcFinancials r1.0
Budget Tasks Menu
1. Data Manager
2. Enter Budget
- When you select Enter Budget, all items that you are as Responsible, Approver or Administrator appear.
- Select the workflow item, click on Open
Budget Entry Screen
You can see who is the responsible and the approver for the budget item, its status, from which application and model.
1. Versioning
- New Version - From Scratch
- A new version is created without any data.
- New Version - Copy Current Version
- A new version is created & copied with current version.
- Go To Version
2. Spreading
- Spreading - spread a row in your template.
- Select the row
- Click on Spreading → Spread
- Type the amount (Except for the “Same_Amount” spreading type because the amount will be the same as Last year Actual)
- Select the method
- Select Spread Row or Spread Grid.
- Undo Spread - go back to the previous situation.
- Copy To The Right - copy the same amount to all the right columns
- Type the amount
- Click “Copy To The Right”
- Copy last Actual - Be careful When you are using this option, it is a suppress and replace option, all will be deleted and replaced with last year actual amounts.
- Lock
- Select the cell you want to lock
- Click on “Lock”
- Unlock - Unlock the locked cells
3. Line Item Detail
- Select a cell (means you are doing “Line Item Detail” for this row.)
- Click on Line Item Detail
4. Comments
5. Command Buttons
- Send - send data
- Refresh - refresh input schedule
-
- For submitter - To submit input schedule for approval.
- For approver - To approve or reject input schedule.
- Close - close input schedule