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Modifying budget line items

  1. In the Budgets window, select the budget row for which you need to edit the data.
     For example, if you need to edit a budget line item for an expense in preliminary budget, you can select Preliminary Budget - Expense - Budget.
  2. Right-click on the budget row, and select Edit.

    Edit option
     Click on the following image to expand it.
    right-click edit.png

    The Edit Budget Line Item window opens. It contains the same fields as the Add Budget Line Item window.

    Edit Budget Line Item window
     Click on the following image to expand it.
    edit window.png

  3. In the Summary field, edit a label for the line item.
  4. In the Cost Owner field, edit the organizational unit that owns this cost.
  5. In the Expenditure Type list, edit the expenditure type.
  6. In the General Ledger Account field, edit a general ledger account.
     The chooser displays only those general ledger accounts that correspond to the expenditure type you selected in the previous step. Each expenditure type has a set of corresponding general ledger accounts. A different set of general ledger accounts appears for each expenditure type.
  7. In the Resource field, edit the type of resource represented by this cost.
  8. In the Resource name field, edit the name of the individual resource.
  9. In the Currency field, edit the display currency to use for the budget data.
  10. In the Cost Type list, edit the type of expenditure.
  11. To specify if it is a reallocation or incremental cost, edit an option in the Spend Type list.
  12. In the Budget Type field, edit the type of budget costs, which can be project or sustaining.
     The project costs and sustaining costs correspond to the two key components of an IT budget, typically:
    • Project Costs - Line item costs that are incurred during the planning and execution of a project.
    • Sustaining Costs - Costs that result from a project but are incurred after the project completion. Such expenses include ongoing maintenance, support, and depreciation. Sustaining costs are budgeted in the project to capture the full project TCO, but actuals are entered only against project costs.
  13. In the Description field, edit a description of the line item.
  14. In the Purchase Order field, edit a purchase order number, if applicable.
  15. In the PO Line # field, edit a purchase order line item number, if applicable.
     This is a numeric field.
  16. Click Apply.
     The edited line item row is displayed in the Budgets section.
  17. To edit a value in the row, click on a cell and specify the value.
  18. You can right-click in the cell and use the following options to edit the remaining values:
    • Fill Right - Repeats the value that you specified in the selected cell in all the cells to the right.
    • Distribute Right - Equally distributes the value that you specified in the selected cell between the selected cell and all cells to the right.
    • Edit Unit and Rate - Displays the window for you to edit a unit and rate at which the budget data is specified.
    • Amortization Calculator - Displays the window to calculate the amortized value of the cost. For more information about how to amortize costs, see Calculating-amortization.

      Right-click options
       Click on the following image to expand it.
      right-click on cell.png

 

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BMC IT Business Management Suite 8.1