Function

Menu path

Comments

Rename budget structure element

Edit ® Rename

Reassign/move budget structure element

Edit ® Reassign

You use this function to move a budget structure element somewhere else in the budget hierarchy.

Delete budget structure element

Edit ® Delete ® Budget structure element

You use this function to delete a budget structure element.

Copy budget hierarchy

Edit ® Copy ® Budget hierarchy

You use this function to create a copy of a budget hierarchy and all its budget structure elements.

Copy budget structure element

Edit ® Copy ® Budget structure element

You use this function to create a copy of a budget structure element.

Prioritize budget structure elements

Edit ® Prioritize budget structure elements

You use this function to specify a sort sequence for budget structure elements.

Change budget structure element attributes

Extras ® Budget structure element attributes

You use this function to change the classification of the budget of a budget structure element.

Store description

Extras ® Description ® General description

You use this function if you want to store a detailed description for a budget structure element.

Specify external number/name

Extras ® External number/name

You can use the external number/name as a search term when accessing the overall budget.

Display budget structure element assignment

Extras ® Budget structure element assignment

You use this function if you want to display where the budget structure element fits into the budget hierarchy.