Controls and Utilities
Use the screens in the Controls and Utilities application group to create or update Org budgets and outlooks, add and manage organizational users, or maintain budget groups and programs.
- Related Topics:
- Maintain Special Org Reporting Rights
Use this screen to add additional Organizational Users for reporting purposes and to temporarily assign employees access to another org level, which affects which reports employees can access both in the Organization Budgeting and Projects. - Organization Budgets/Outlooks Mass Utilities
Use this screen to perform maintenance utilities processes and to maintain budget/outlook cycle parameters. - Maintain Budget Groups
Use this screen to create, edit or delete Budget Groups as well as rebuild Budget Group Data. - Maintain Budget Programs
Use this screen to set up or edit Org Budget program tags with rates for Direct Labor, Direct Materials, Direct Subcontractor, and Direct ODCs. - Maintain Generic Staff
Use this screen to view records, create new records or copy from the generic staff list. You can also determine whether the resource is shared and active in this screen. - Mass Upload Project Budgets to Organization Budgets
Use this screen to update an individual Org Budget with project or new business budget revenue. - Mass Create/Recommit Budgets/Outlooks
Mass Create/Recommit Budgets/Outlooks enables you to apply three separate budget processes, to all or a range of organizations at once, instead of singly to each one.
Parent Topic: Organization Budgeting