Budget Template Lines Sub-Tab

This section includes the fields and descriptions for the Budget Template Lines sub-tab.

Field Description
Name This field shows the name of the budget template line.
Type This field shows the type of the budget template line.
Income This field shows whether the line is an income or expense line.
Transfer Value ‘Yes’ means that the line will be transferred to a budget journal line when the associated finance budget is approved. Value ‘No’ means that the line will not be transferred. Value ‘Sub Budget Lines’ means that the line itself will not be transferred, but any line on a sub budget created from the line will be transferred. This latter value only applies to Direct Cost and External Settlements lines.
Distribution Key This field shows the name of the used allocation/surcharge keys.