Function

What You Should Know

Path

In the initial screen

Restricting levels

You restrict the hierarchy levels available to you for processing.

For complex hierarchies, this improves system performance and makes budgeting clearer.

 Extras Restrict levels

Funds centers

You display the funds center hierarchy so you can select a center for the purpose of restricting levels.

 Extras Center hierarchy

Commitment item

You display the commitment item hierarchy so you can select an item for the purpose of restricting levels.

 Extras Item hierarchy

In change mode

Total up

The system automatically totals the budget values for lower-level elements up to all the higher-level ones.

 Edit Total up

Distribution Keys

Tools for distributing annual values to periods

Budget value adjustment

Adjusts the budget values for selected elements You can increase or decrease budget values by a given percentage or amount. If you want to reduce the budget, enter a minus sign ("-") after the figure.

 Edit Adjust

Release budget values

You can release a particular amount or percentage.

 Edit Release

Displaying Elements

 Settings Display elements

Scaling

Definitions for displaying budget values (unit and decimal places)

 Settings Scaling

Budget Texts

 Goto Budget text

Document texts

 Goto Document text

Budget line items

Branches to the list of line items. This means you can trace the development of the current budget. Double click the relevant line item; this takes you to the document display.

 Extras Line items