Once the budget is created, the details can be viewed. The view is split into 2 views - Summary and Details.
Budget Summary
- This is the budget tool bar. Different options will be displayed depending on what the budget status is. For a budget in draft, the following options are available:
- Edit Budget - make any changes to the budget details set in step 1 of the create budget process
- Edit Tenancy Concessions - make any changes to the concessions for each tenancy
- Manage Budget Areas - include/exclude areas from the budget
- Create Schedule - create a new schedule to add to the budget
- Approve Budget - once the budget is ready, the approval process can begin (link into approval process)
- Run Summary Report - this generates a report which outlines the schedules, expense accounts included in the schedules and the budgeted cost for each. It can be downloaded to PDF and CSV
- Manage Expense Accounts - make any changes to the expense accounts included in the schedule set in step 4 of the create budget process
Each schedule row can be expanded and collapsed.
The budget can be archived from this view.
Budget Detail
- Change the display of budget allocations per area across the expense codes in the schedules between percentages and amounts
- View the tenancy (opens in a new tab)
- Edit the schedule created in step 3 of the create budget process
Each schedule row can also be expanded and collapsed in this view.
The budget can be archived from this view.