Select Analysis

Select the Analysis Code to show the budget for.

Financial Year

Select the financial year to show.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Edit the budget.

Split Budget Amount (Ctrl+S)

A window will prompt for the total year budget. Key in this amount and it will be divided equally across all periods.

Repeat Budget Amounts (Ctrl+R)

A window will prompt for the period budget amount. Key in this amount and it will be repeated across all period budgets.

Copy Budget Amounts (Ctrl+3)

A window will prompt for you to copy from. Select either Last Years Budgets or Last Years Actuals.

Add Percent to Budgets (Ctrl+5)

A window will prompt for a percentage amount to be added to all periods.

Add Amounts to Budgets (Ctrl+4)

A window will prompt for a percentage amount to be added to all periods.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Grid Toolbar

Print Report (Ctrl+P)

Print a report of the information in the grid.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Grid Fields

Period Name

The period for the budget.

LY Actual

The actual analysis value in base currency for the period last year.

LY Budget

The budgeted analysis value in base currency for the period last year.

Actual

The actual analysis value in base currency for the period.

Budget

The budgeted analysis value in base currency for the period.

Totals panel

Customise

Opens Customise Fields, to customise the fields visible in the totals panel.

Last Year Budget

The total budgeted analysis value for last year.

Current Year Budget

The total budgeted analysis value for the year.