Creating an Initial Budget or Budget Change

  1. Starting from the sidebar navigation, click > Planner > Budget and navigate to the line of the element for which you want to create a planned or target budget.

  2. Make sure that you see the required columns in the budget view: For example, if you want to enter a planned budget for the month of March, the months (instead of quarters) must be displayed and the budget view must show the Plan column for each month.

  3. In the line of the element in the required period, double-click on the budget cell.

  4. Choose:

    • When the cell opens in edit mode:

      1. Enter the new total amount.
        The calculation date is set as follows: For an annual planned budget, the first day of the first month in the selected fiscal year is entered. For a monthly planned budget, the first day of the month (in the selected fiscal year) is entered.

      2. Press the Enter key.

    • If a dialog box opens:

      1. Enter either the initial budget or, in the case of a budget change, the new total amount or the delta.

      2. Edit the remaining data

      3. Click Save.

You have created the budget in the detailed view.

  1. Starting from the sidebar navigation, click > Planner > Calendar and navigate to the line of the element for which you want to create a planned or target budget.

  2. Double click on the element.

    3. The detailed view will open.

  3. Go to the Target budget or Planned budget tab.

  4. Choose whether you want to add an annual budget or a monthly budget.

  5. Select the fiscal year for which you want to enter the budget.

  6. Click Add.

    7. A dialog box opens. If no budget has been entered for the selected period yet, the dialog box for adding an initial budget will open. If a budget is already entered, the dialog box for adding a budget change opens.

  7. Enter the data.

  8. Click Save.

You have created the budget.