The table on this tab displays the budget lines of the opened budget structure and its properties.
Functions
The following functions refer to the opened budget structure.
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Creates a PDF document that displays the budget structure with all its budget lines and properties. |
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Edit |
Switches to the edit mode. Please note that changes only affect new copies of this template that you create in projects. Budget structures that have already been created and are based on this donor budget structure remain unchanged. |
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Archive |
You cannot delete donor budget structures. If you no longer need the budget structure, you can archive it. It can then no longer be used as a template in projects. Copies already created in the projects are retained. |
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Save |
Saves the changes. Create budget structures in your projects that are based on this template so that you can use them. |
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Cancel |
Switches to the display mode without saving changes. |
Table (in edit mode)
Click on the arrow symbol (
/
) to expand or collapse elements. If you click on Edit the table also offers the following functions:
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Create new budget line |
Creates a new budget line at the level you previously clicked on. New budget lines are always added at the end of the list of the level. |
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Create new budget line at the next lower budget level |
Creates a new budget line below the level you previously clicked on. New budget lines are always added at the end of the list of the level. |
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Deleting |
Deletes the budget line you previously clicked on. All subordinate budget lines are also deleted. |
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Budget line in other languages |
Opens a window in which you can enter the name of the budget line in other languages. |
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Collapse all elements |
Collapses all elements so that the table only shows the top level. |
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Expand all elements |
Expands the entire budget structure with all budget lines. |
Enter the following information to create budget lines:
Budget line code |
Define a code for the selected element of the budget structure. The available length is defined in the properties of the budget structure and depends on the level. |
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Budget line |
Enter a name for the budget line. |
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Unit of quantity |
If monitoring of quantities is activated for this budget structure, use the checkbox here to specify whether quantities can be entered on this budget line in addition to amounts. In this case, also select a unit. The units of measure available are defined in the Project controlling organisational settings. |
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Restriction on accounts |
Here you assign main accounts to the budget lines to which they should be linked. You can select any number of accounts per budget line. Only linked budget lines can be selected in postings to these accounts in WINPACCS Accounting and WINPACCS Cashbook. This restriction helps to meet specific donor requirements or reduce combinations of accounts and budget lines that are incorrect content-wise.
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