Overview
Under project budget the user creates and maintains budgeted values\units for a financial period. The unit rates are maintained under Budget Drivers application. Budgets which have been Archived will not be adjustable.
Function
Create Budget Values
Select the budget version to generate the values by selecting:
•Year - select the budget year using the drop down arrows.
•Type - select the type using the drop down arrows.
•Revision - select the version using the drop down arrows.
Select the Asset\Project to generate the budget values by using the picker in the Asset\Project field.
There are two methods to add a line:
•click on the 
button.
or
•right click in the display screen and select the 'Add' option.
or
•double click on a blank line.
The line editor screen will be displayed:
The user can capture two types of lines either Values or Units.
Values Capture
The Values radio button will be selected by default.
Select the following information under the Values Capture tab:
•Nature - select the nature using the picker.
•Budget Year - enter the total value for the year.
•Project Total - This will by default be the same as the Budget Year amount.
•Spread - select the option to spread the total value over the period.
odivide by active - will divide the amount entered over the active months of the selected project.
oover 12 months
oover 6 months
oover 4 months
oover 2 months
ocapture - allows the user to manually capture the values for each period, two extra windows will open with this option and show a total of the values captured and the difference between the total and what was entered.
•Difference - This will display the difference between the initial budget captured and the amounts entered here.
Comments
•The comments tab allows you to add any relevant details:
The budget values will appear in the main display grid.
Units
Select the Units radio button:
Enter the following under the Units Capture tab:
•Units Qty - enter the total quantity for the period.
•Drivers - double click on the driver to include it in the formula screen, the selected driver's rates will appear next to the months at the bottom of the screen. When there are no drivers set up, this field will be blank.
Select the 
button to save the values. The system will automatically calculate the totals for each month.
Edit Budget Line
There are three ways to begin an edit process:
•Click on the budget line in the display grid and select the 
button.
•Right click on the budget line in the display grid and select the 'Edit' option.
•Double click on an existing line to edit.
The line editor screen will open allowing the user to edit any information.
Select 
to save the changes.
Delete a Budget Line
There are two ways to delete a budget line, right click on the budget line and select the 'Delete' option or select the line and click on the 
button.
The system will ask for confirmation to delete the selected budget line. Select 
to continue.
The budget line will be removed from the display grid.
View a Drill Down of the Budget
Click on the budget line to view the drill down and select the 
button.
The drill down screen will appear with the details in the screen.
You can either double click on the line you wish to drill down or you can select the line and click on the 
button.
To view a different nature, select it using the picker or enter it manually and click on the 
button.
The drill down can also be exported to an excel spreadsheet. Select the 
button to export.
Capturing Detail Lines
Right click on a budget line and select the 'Detail Line' option.
The system will prompt the following message to notify the user that all budget values will be overwritten by the detail lines created. Select 'Ok' to continue.
The detail line editor screen will open, select the 
button to begin.
Enter the following information:
•Description - enter the description.
•Total - enter the total value.
•Spread - select the option for the total to be spread by.
•Comment - enter any relevant comments.
Select the 
button to save the detail line. The system will prompt the following message to confirm that the new values were successfully saved. Select 
to continue.
The budget values will automatically be overridden by the new detail line values.
Refresh Information
To include any recent updates to the screen select the 
button. All values or new budgets created in labour or mining budgets by another user will be updated.
Print a Report
The 
button allows you to print a report of the grid.
Select Another Budget
To capture budget values for a new version select the 
button. The select budget screen will open where the user can select the criteria for a new budget version.
