Main Budget

Employees with access to a main budget can specify values on it, either directly on the lines of the budget or on lines of any subbudget of the main budget.

Depending on the type of the line only certain fields can be manually changed.

Additional lines can be added, moved, or deleted.

Lines created based on a template have restrictions on which fields can be changed, such as the name, type, indentation, and order of the lines are fixed. However, you can change between the Manual and Calculation line types of some lines using actions described in a separate section.

Subbudgets can be attached to each main budget. Some may be created from the template and others can manually be added, changed, and deleted by the user. Several types have been made for use with these subbudgets, each having a different purpose and meaning. The following sections describe these budget types.