Annual Budgets Tab

Use this tab to set a revenue budget for company offices to project future income. The values are used in the Budget Summary tab of Project Analyzer's Financial Projections to compare budget vs. actual as well as to compare budget to backlog and projected values.

Though much of the data in Project Analyzer comes from the accounting system, the information in the Annual Budgets tab is calculated directly in Project Analyzer.

Budget

Use the upper area of this tab to identify a new budget representing a year. Only one budget for a fiscal year can be active. When a new budget is created, the associated records for that budget are displayed below in the Active Budget Detail section.

Delete

Select the Delete checkbox to delete the selected budget from Project Analyzer. The budget is deleted when changes are saved.

Active

Sets the selected budget as active. Only one budget per year is set as active at any given time.

Year

The year for which the budget was created.

Name

The name of the budget.

Budget ID

The ID number for the budget. Created automatically by Project Analyzer.

Active Budget Detail

Each row in the Active Budget Detail tracks a specific budget item record. For each budget item record, the Budget Name, Office and Period columns are all pre-populated with values relevant to that record.

Budget Name

The name of the budget for the budget detail item. Budget Name is populated based on the active budgets available in the Budgets section above.

Office

The office for the budget detail item. Office is populated based on the list of active offices on the Companies and Offices tab.

The Office column is not displayed for a single office environment.

Period

The fiscal period for the budget detail item. One budget detail item is created per fiscal period per office for each active budget.

Amount

The dollar amount for the budget detail item.

Currency

The currency type for the budget detail item. Currency is populated based on the Budget Currency setting on the Companies and Offices tab.

The Currencycolumn only displays when a multi-currency database is in use.

Toolbar

For information on the options available in the toolbar, please refer to System Configuration: Toolbar.

To access this tab

Select System Configuration from the Project Analyzer Studio menu and click on the Annual Budgets tab.