Budget Types

There are two main budget types: Main Budget and Sum Budget.

Main Budget is used for budgets of departments that do not have any subordinate departments in the budget hierarchy.

Sum Budget is used for budgets of departments that have one or more subordinate departments in the budget hierarchy.

Regardless of budget type, you cannot change the following elements of lines created from a template line:

• Name
• Indentation
• Order
• Income/expense state

You cannot change these elements because those changes would affect automatic aggregation. For example, if you change the total expense line on one budget to be the sum of the result line, the values on the superior budget will not make sense. Also, if you change the names of the lines, it will be difficult for the employee who is responsible for a superior budget to compare the lines and values of the superior budget with the lines and values of the subordinate budgets.