Budget Amount Entry

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Once you have created the framework of your budget with either the Create a Budget [bdgl] or Import a Budget [bdint] programs, use Budget Amount Entry [bdent] to enter or modify amounts for each budgeted expense account within your Chart of Accounts.  These amounts will be the budgeted amounts in the Estimated Final Cost Report [efcrpt]. Budget Amount Entry [bdent] also allows you to look up budgeted items, add new budget lines, delete existing budget lines, and modify the Currency and Amount fields.

 

 

Open:

 

To access the Budget Amount Entry [bdent] screen, click the 'Budget' module, then 'Maintenance' sub-folder from the menu tree (see following screen shot).

 

You can also access this screen by typing the screen or acronym name in the blue prompt bar located above the 'Setup' menu.  Then, press Enter.

 

 

The screen then appears.

 

 

 

Budget Information:

 

Budget Code - Name of the budget whose data you want to review or modify.  Press the F2 Key or right click to select the Budget Code. Once the Budget Code is selected, press the F7 Key or 'Find' icon located on the toolbar for the budget lines to appear.  Please note if you press the Enter Key after selecting the Budget Code, the budget lines will not appear.  In this screen, the Enter Key just takes you to next field.

 

Description - Description for the budget selected defaults.  You are able to modify the description of the budget here if needed.

 

Production - Production Code for the budget selected defaults.

 

 

Budget Total:

 

Currency - Currency Code for the budget selected defaults.

 

Total Budgeted - Total amount of the budgeted lines for the budget selected.

 

 

Account Selection:

 

From and To - If you would like to look for a range of certain account numbers when selecting a Budget Code, input the account numbers in these fields.  To restrict PSL3 to only display information for a single account number, input the same account in both the From and To fields.  Then, press the F7 Key or 'Find' icon located on the toolbar for the budget lines to appear. To display all account numbers, leave both fields blank.

 

 

Selection Criteria:

 

If you would like to look for certain Series, Location and/or Set Codes when selecting a Budget Code, input the codes in these fields. You can also look for a certain budget amount by check marking the Amount field and inputting an amount.  Then, press the F7 Key or 'Find' icon located on the toolbar for the budget lines to appear. To display all codes and amounts, leave these fields blank.

 

 

Account Lines:

 

Account Number - Chart of Accounts Number for this budget line.  Please note you are not able to access this field.

 

Series - Series Code for this budget line.  Please note you are not able to access this field.

 

Location - Location Code for this budget line.  Please note you are not able to access this field.

 

Set - Set Code for this budget line.  Please note you are not able to access this field.

 

Currency - Currency Code for this budget line.  Press the F2 Key or right click in this field to change the Currency Code if needed.

 

Amount -  Budget amount for this budget line.  To change the amount, simply type in a new amount.  Please note if you press the F2 Key or right click in this field, a calculator displays for your convenience.

 

 

 

 

Helpful Hints:

 

Make sure to input all white colored fields as white fields are required before saving in PSL3.
To save this entry, select either 'Save' icon located on the toolbar.        

 

You can also press the F1 Key, then 'U' option to Update which saves and remains on screen or press the F1 Key, then 'A' option to Accept which saves and clears the screen (most common).

 

 

 

To add another budget line, press Enter or Tab where the last line was entered or scroll down to the bottom of the screen and a blank line becomes available.

 

To insert a budget line in between already existing lines, place your cursor where you want to add and press the F4 Key or select the 'Add' icon .  A new line is added beneath.

 

To delete an unused budget line, place your cursor in the line you want to delete and press the F10 Key or select the 'Delete' icon .  A red strike-through line appears which is deleted upon saving.