The process of adding a project budget is the same as adding a regular budget, except that a project is attached to the budget.
What you'll find:
To add a project budget
Navigate to General Ledger > Manage > Project Budgets.
The Manage Project Budgets window opens.
In the Fiscal Year box, enter a fiscal year for the project budget.
In the Project box, enter a project for this budget.
Tip
If you need to add a new project, click Add Project. (The project automatically becomes active.)
If the project is defined as budgeted by location, in the Location box, enter a location for the project.
If you selected Budget by Location? for the project in the Manage Projects window, the budget for this project is based on location.
Tip
To change the project settings, such as the 'budget by location' setting, click Manage Projects.
Click Retrieve Budget.
The budget displays and project settings cannot be changed once the budget is retrieved.
Tip
To add a new account to the budget, click Add Account.
To enter budget amounts, you can enter amounts directly into the Manage Project Budgets table by entering individual amounts for each account. Click on an account’s row and period and enter the amount.
- or -
You can click the account you want and then click Edit. On the Edit Budget window, Annual Amount box, enter an annual amount for that account’s budget. If you want to spread the budget evenly across all periods, select the Divide Evenly Across Periods? check box. If you choose not to divide the budget across all periods, you must enter individual amounts for each period in the Edit Budget table. The period budget amounts must add up to the annual budget amount. Click Update.
The Edit Budget window closes and the updated item appears in the list on the Manage Project Budgets window.
Click Save.
If you'd find it easier to work with your project budget numbers in a spreadsheet, you can export the existing values, use Excel to edit the data, then import the new values into agrē.
You can start with a completely blank budget, or refine one you've already started.
To export project budget values
After choosing the Fiscal Year, Project and Location then Retrieving the Budget, select Export from the Manage Projects Budgets toolbar.
The Save As window opens.
(config U) Navigate to a location on your local device or local network and Save the file with the default name.
The file name needs to remain the same so when it's imported agrē can confirm to which fiscal year and location to allocate the values. The name also helps you keep track of which spreadsheet is for which location.
Tip
The export file needs to be saved locally so it can be edited outside of agrē.
Please refer to Hosted Users: Selecting a Destination for Exported Files for more details.
Edit project budget values outside of agrē
Open the spreadsheet in Microsoft Excel and edit the project budget values. If there are GL accounts that are not budgeted, you can leave those rows blank.
To import project budget values
After choosing the Fiscal Year, Project and Location then Retrieving the Budget, select Import Budget.
The Select GL Project Budget Worksheet window opens.
(config U) Navigate to where the spreadsheet is stored, select the file to import, and select Open.
The values from the spreadsheet are imported. Any existing values on the screen are overwritten with the new ones.
Save the new values.