Budget Items

This table contains budget items for a specific cost center and refers to cost items.

tip

Roles required:

• Create, edit – admin or budget_manager
• Read – admin, budget_manager or budget_agent

No one can delete budget item records.

Create a budget item

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To create a new budget item record, follow these steps:

1. Navigate to Budgets → Budget Items.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Budget Item form fields

Field	Mandatory	Description
Name	Y	Specify the name of the budget item record.
Budget	Y	Specify the budget record which the budget item is created for.
Cost center	N	Specify the cost center that is related to the budget item record.
Cost category	Y	Specify the cost category which the budget item is created for.
Cost type	Y	Select a cost type. Available options: CAPEX OPEX
Planned limit	N	Enter the budget limit for the budget item.
Actual costs	N	Enter the actual cost of the budget item.
Savings	N	Specify how much savings are made.
Currency	N	Select the currency that was used to specify values of the Planned limit, Actual costs, and Savings fields. You can specify the default currency code that will apply to new records in the currency.default system property.
State	N	Select the record state. Available options: Draft Approval Valid Not valid
Fiscal period	Y	Specify the fiscal period for the budget item.
Work notes	N	Provide additional information.

The Activity Feed widget with the History and Work Notes tabs is available on the form of a saved record.

note

Each budget item record receives a unique displayable name after saving the record. The name is generated according to the following template: BDIXXXXXXX Name. Example: BDI0000032 Equipment update.

Related Lists

• Planned Cost Items – a list of planned cost items for the budget item.
• Actual Cost Items – a list of actual cost items in the allocated budget.