Line Types

Different line types can be used across the budget template and budgets. However, only some of the lines are allowed on certain budgets and sub budgets

On budget templates and sub budgets of the budget template, line types can be changed until the budgets are created from this template. On sub budgets of main budgets the line type cannot be changed once it has been set and the line has been saved. The only exception to this rule are the manual and calculation lines. Please see related section on how to convert between these two line types.

Related Topics:

  • Sum Line Type
    This topic describes sum line types.
  • Manual Lines
    Manual lines are lines where a user can manually enter values for the periods or the total.
  • Calculation Lines
    Use the calculation line type when you must calculate the periods of a line on the basis of another line.
  • Direct Cost Lines
    When project or project group lines are created on the direct costs sub budget, a number of direct cost lines are automatically created as well.
  • Project Lines
    Project Lines sum up all direct cost lines attached to the project line.
  • Project Group Lines
    Project group lines sum up all direct cost lines that are attached to a project group.
  • Settlement Line Type
    Settlement lines are similar to manual lines in that you can specify period values or allocate a total.
  • Internal Settlements Line Type
    You can only use internal settlements line types on template budgets for main and sum budgets.
  • External Settlements Line Type
    External settlements lines sum up settlement lines that refer to departments/budgets outside the sub-tree in the hierarchy of the main or sum budget of the external settlements line.
  • Employee Line Type
    An employee line on the Employees sub-budget contains information about a specific employee, such as salary, employment period, absence, and so on.
  • Salary Line Type
    A salary line is associated with an employee.
  • Revenue Line Type
    You can use a revenue line type on budget templates and main and sum budgets, similar to manual lines.
  • Type Conversion Line Type
    You can use actions to convert manual lines to calculation lines and vice-versa.
Parent Topic: Finance Budgets Workspace