Capital Budget and Capital Budget Types

Navigation: Admin > Capital Budget.

The Capital Budget section of Client Admin allows you to create multi-level capital budgets.

Create new Capital Budget

To create a new Capital Budget, select the New button at the bottom left corner of the Capital Budget smart table. This will navigate you to the Capital Budget Detail screen where you may define the details of the new budget.

Field	Description
Budget Name	Required free text field; define the Capital Budget name
Budget Number	Optional free text field; define an identifying number for the for the new budget
Description	Required free text field; define a description for the budget
Start Date	Required calendar chooser; select the starting date for the budget
End Date	Required calendar chooser; select the ending date for the budget
Organization	Required chooser; specify an organization for the Capital Budget. When an Organization is specified, the Capital Expense Project chooser will display only Capital Budgets belonging to the first level organization of the WO Site throughout the application. NOTE: This chooser will only appear when configured for the client. When Organization functionality is not turned on, the Capital Expense Project chooser will display all Capital Budgets defined for the client throughout the application.
Budget Type	Optional dropdown; select a pre-defined Budget Type to which the new budget will be associated. Options in this dropdown are client-defined types; see below.
Budget Amount	Required numeric field; define an amount for the budget. If left blank, this field automatically populates with 0.
Status	Required dropdown field; determine the status of the Capital Budget and if it will be available in Capital Expense Projects choosers. Options include Active or Inactive.

After all mandatory fields have been completed, select the Save button to save the new Capital Budget. The user will be navigated back to the Capital Budget smart table, and the new budget will appear there.

Create Multiple Level Capital Budgets

After a new Capital Budget has been created, the user may select the budget from the list. The user will be navigated to a screen displaying Capital Budget detail. Here, the user may create Level 1 subordinate budgets. Corresponding budget amounts, allocated, and unallocated amounts will be displayed displayed on this screen as well.

To create a subordinate budget, select the New button beneath the Level 1 budget section. This will navigate the user to a new screen to define a next level budget. Fields on the screen will function as they did on initial creation of the budget. At each level the user enters in to, they will be able to create a new next level Capital Budget.

Capital Budget Types

Navigation: Admin > Capital Budget Types.

Budget Types may be defined from this screen, and will later be available for selection when creating a new Capital Budget.

Create a new Capital Budget Type

To create a new Capital Budget Type select the new button at the bottom left corner of the Capital Budget Types list. This will navigate the user to the Capital Budget Type Detail screen where they may enter details for the new budget type.

Field	Description
Capital Budget Type	Required free text field; define the name of the new Capital Budget Type

Configuration of functionality

Capital Budget functionality is controlled by role.

The available capital budget projects in the CapEx Project chooser can be filtered based on the organization defined in the organization field on Budget Capital detail page.