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 subbudgets. The following sections describe the purpose and meaning of each line type, what they can be used for by the user, how calculations are done on lines of these types, and how values on lines of these types are aggregated up through the main and sum budgets of the budget hierarchy.
On budget templates and subbudgets of the budget template, line types can be changed until the budgets are created from this template. On subbudgets 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 Lines
Sum lines exist on almost all budget types, except on the Direct Costs subbudget. - Manual Lines
Lines of this type can be used on all types of budgets, except the Direct Costs and Settlements subbudgets. - Calculation Lines
As with the manual lines, this line type can be used on all budget types, except the direct costs and settlements budgets. - Direct Cost Lines
The direct cost line type can exist on budget templates, main and sum budgets, as well as, on the Direct Costs subbudget; however, it can only be added manually on the budget template. - Project Lines
The project type can only be used on direct costs subbudgets. - Project Group Lines
Project group lines are similar to project lines. - Settlement Line Type
Settlement line type exists only on the Settlements subbudget. - Internal Settlements Line Type
Internal settlements lines type can only be created on template budgets and can only exist on main and sum budgets. - External Settlements Line Type
External settlements lines work in almost exactly the same way as internal settlement lines, except that they sum up the settlement lines that refer to department/budget outside the sub tree in the budget hierarchy of the main or sum budget of the external settlements line. - Employee Line Type
Lines of this type can be used on the budget template, main and sum budgets and the employees subbudget. - Salary Line Type
Just as with the employee line, salary line can be used on the budget template, main and sum budgets, and on the employees subbudget. - Revenue Line Type
Revenue lines type can be present on budget templates and main and sum budgets. - Type Conversion Line Type
Generally, when a line type is set on a line, it cannot be changed.