Select Job

Select the Job to show the budget for.

Financial Year

Select the financial year to show.

Grid Fields

Period Name

The period for the budget.

LY Period Sell

Invoiced Sales value for the period last year.

LY Budget Sell

Budgeted Sales value for the period last year.

Budget

Budgeted Sales value for the period.

Period Sell

Invoiced Sales value for the period.

LY Period Cost

Actual Cost value for the period last year.

LY Budget Cost

Budgeted Cost value for the period last year.

Budgeted Cost

Budgeted Cost value for the period.

Period Cost

Actual Cost value for the period.

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 this amount in and it will be divided equally across all periods.

Repeat budget amount(Ctrl+R)

A window will prompt for the period budget amount. Key this amount in 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 (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.

Totals panel

Customise

Opens Customise Fields, to customise the totals panel.

LY Budget

Total budgeted sales value for the previous year.

Current Year Budget

Total budgeted sales value for the year.

LY Budget Cost

Total budgeted cost value for the previous year.

Budget Cost

Total budgeted cost value for the year.