Budget Build - Estimated Revenues

After your scenarios and worksheets are created, you can start to build estimated revenues.   Go to Budget >>> Budget Build >>> Est. Revenues.

If you have more than one scenario, they will show across the top of this screen.  You can click on the scenario name to move to the next scenario.  In addition, you can select the worksheet that you would like to view. 

Display Options:

• Include Detail:  check box will open the screen to show all description/item detail for each account.  It defaults to

To enter budget amounts and detail for account numbers:

Select the proper scenario and worksheet for which you will enter a budget.

• Click on the green plus sign at the end of the row for the account number.  The following screen opens.  This is where your estimated revenues are entered.

• Description:  a description of what is being budgeted for can be entered
• Unit Price and Quantity:  these fields can be used if you are budgeting for a specific number of items.  For example if you are ordering computers, you could enter the cost per unit and the quantity.  The system will then calculate that and enter the total in the Amount field after you click Add.  
• Amount:  if you prefer to enter a flat amount instead of item details, the grand total of what is being budgeted in this account can be entered here.
• When the entry is complete – click “add”

After item detail has been added, and the Add button clicked as described above, the following window opens.  This window allows you to continue adding additional items to this account number, or to attach backup documents to the item.  

• Add Detail Line:  to add more line items to this account number, click this button.  A new window will open like the one used to enter the first item.  Enter your next item and click Add.  It will be added to this list for the account number.  
• Save:  you can make changes directly to this screen.  Any time a change is made, click the Save button or your data will be lost.
• Attach back-up documents:  click the icon (blue arrow pointing up) shown in the screen shot above to upload or attach documents to this line item.

When you are finished working with this account number, click the Close button.

As you add to your new budget, you will see the information populate on the screen.  The Projected column shows the amount you have already budgeted.  Clicking on the number (2 in the example below) in that column will show you the detail you entered as per the previous step.  The Amt and Pct columns show the amount and percent compared to last year's budget

Here is what the screen looks like when you click the Include Detail check box: