Creating Month Budget

Budget Construction > Budget Construction Documents and Operations > Budget Construction Document > Document Layout > Revenue and Expenditure Tabs > Monthly Budget Management

The Create Month button causes the system to display the Budget Construction Monthly screen for the currently selected accounting line. This screen in edit mode allows you to edit each of the monthly request amounts and optionally to return a new annual amount based on the sum of the monthly amounts.

To access this screen and begin work, follow these steps:

1. Click the Create Month button. The BC Monthly screen opens.

2. Enter the monthly budget or click the Month Spread button to equally divide the annual budget into each monthly period. If the amount is not evenly divisible to the whole dollar, the first month receives the remainder.

3. Click the Save button when you are done.

exclaim When you next return to the Budget Construction Document, notice that the create month button has changed to edit month.

4. If you wish to delete the monthly budget, click the Month Delete button and then confirm that you wish to delete the record by clicking the Yes button.