Use this grid to manage budgets and import and export
budgets to an Excel spreadsheet.
Note that the account numbers in the grid for which you
can set up budgets include a record type. Only budgets that carry a record
type of Detail can have a budget added, edited,
or deleted. Record types are selected on the Account
Maintenance Tab. Also, refer to Budgets
Concepts and Processes for more information.
The following fields and buttons appear on the grid that
displays when you select the menu option.
Header
Selected EntityCompany
Select an entitycompany
from the drop-down list. The accounts associated with that entitycompany
display in the grid below.
Year
Select a budget year from the drop-down list.
The accounts associated with that budget year display in the grid below.
Budget Version
Select a budget version from the drop-down list.
The accounts
associated with that budget version display in the grid below.
Import from Excel
Select this button to import a budget from an
Excel spreadsheet. The system displays the Import
from Excel Tab.
Export to Excel
Select this button to export a budget to an Excel
spreadsheet. The system displays the Export
to Excel Tab.
Find [Column Title]
This field defaults to Account
#; however, if you click any underlined grid column title, the
field label changes to reflect your selection. You can then search for
entries based on the field label. For example, if you know the budget
description, click the Description column title
and the find field label changes to Find Description.
Enter the first few letters or numbers to search
for (or select from a drop-down list if one displays),
and then select the Find button. The items that
are the nearest match to your entry display in the grid below. Click column
titles to sort the list further.
Go Button
Use the Page field and
the
to display additional pages when the list of entries in the grid is longer
than one page.
Grid
Account #
The valid account numbers for the selected entitycompany,
year, and budget version. These account numbers appear on lists and in
reports. Click this column title to sort the list and change the Find field. Click an account number to display tabs.
Description
The valid description of the account numbers for
the selected entitycompany,
year, and budget version. The descriptions appear on lists and in reports.
Click this column title to sort the list and change the Find
field.
Record Type
The record type selected for the account number
on the Account Maintenance Tab.
Only budgets that carry a record type of Detail
can have a budget added, edited, or deleted.
Account Type
The account type selected for the account number
on the Account Maintenance Tab.
Yearly Budget
The yearly budget amount entered for the account
number.
Documents
Select this link to display the propertycompany-related
documents associated with the propertycompany.
Refer to the Documents Tab instructions
for more information.
Delete 
Use the Delete button
to delete the budget that is associated with the account number, but not
the account number.
Fields