<< Click to Display Table of Contents >> Navigation: Modules > Financial Management > Budgets > Budget Preparation > Generate a New Budget or Version |
Overview
This application allows the user to create a new Budget\Forecast using an existing budget\forecast template.
Function
Create a New Budget\Forecast
Select the following information:
•Budget Year - select the budget year from the template budget\forecast using the drop down arrow.
•Budget Type - select the template type using the drop down arrow.
•Budget Version - select the template version using the drop down arrow.
•New Year - select the year for the new budget\forecast using the drop down arrow.
•New Type - select the type using the picker.
•New Version - enter the version number.
•Description - enter the description.
•Inflation % - enter the inflation %.
Select the button to save the new budget\forecast. The system will prompt the following message to confirm if the user would like to create a new budget\forecast. Select to create.
The next message will confirm that the transaction was performed successfully. Select to continue.