Budget Toolbar
Functions that pertain to the entire budget are in the horizontal toolbar that appears above each budget screen. See the section on the toolbar for complete descriptions of these functions.
|
horizontal band – Toolbar |
Description |
|
Data Validation |
When (off): click to open the Data Validation options window and turn validations (On) When (on); click to turn off the validations, to view the list of existing validations, their location, description, severity (warning or error), and the ‘fix’ button to navigate directly to the validation location. |
|
Budget Settings |
Click to open and review or adjust the budget settings (ex.: status, F&A rate type, etc.) |
|
Hierarchy |
Click to open and see the linked status, or sync the linked budget to the parent. |
|
Summary |
Click to open the budget summary view window |
|
Budget Versions |
Click to open a Budget Version window to add a new budget version, open an existing budget, or use one of the Action options (View Summary, Copy (budget), or Print (reports). |
|
Autocalculate Periods |
Click to generate budget periods or recalculate all periods after they are generated. |