Manage Budgets Tutorial

PDF Tutorials	Interactive Tutorial
Cropped Screenshots Full Page Screenshots

Purpose: To provide tools to manage budgets such as budget list, budget creation, delete/purge budget, lock budgets/acct #s, link actual GP data & display setup, display budgetids, forecast setup, create historical avg for spreads.

Other Related Tutorials & Page Links:

* Step by Step Tutorial-How to Add Current Year Actuals for a Single Company

* Knowledge Base Page Link-How to Add Current Year Actuals for a Single Company

* Step by Step Tutorial - How to Add Current Year Actuals for All Companies

* Knowledge Base Page Link-How to Add Current Year Actuals for All Companies

* Step by Step Tutorial-How to Add a Budget and Open a Fiscal Year in GP

* Knowledge Base Page Link-How to Add a Budget and Open a Fiscal Year in GP

* Step by Step Tutorial-How to Export Your Budget

* Knowledge Base Page Link-How to Export Your Budget

• Related Articles

• Manage Budgets Article

      Tutorial Link Purpose: To provide tools to manage budgets such as budget list, budget creation, delete/purge budget, lock budgets/acct #s, link actual GP data & display setup, display budgetids, forecast setup, create historical avg for spreads. ...

• Manage Objects Tutorial

  PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: The client's objects already in GP, are synchronized/added from GP into the Dynamic Budgets manage object screen. Add'l setup procedures are completed ...

• Manage OrgUnits Tutorial

  PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: During Client Configuration, the client's OrgUnits or Departments need to be added to Dynamic Budgets to make them available for budgeting and reporting ...

• Add OrgUnits, Manage OrgUnits Tutorial

  PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: During Client Configuration, the client's OrgUnits or Departments need to be added to Dynamic Budgets to make them available for budgeting and reporting ...

• Manage OrgUnits Article

     Tutorial Link Purpose: During Client Configuration, the client's OrgUnits or Depts need to be added to Dynamic Budgets to make them available for budgeting and reporting purposes. They are managed in the Manage OrgUnits tab. ​ Once OrgUnits has ...