The table shows previously created budget structures. You can create up to six budget structures, each with a max. of four levels, within a project. Each level consists of a code and a name for the level. Each budget structure consists of several budget lines.
Click on a budget structure to open it. After selecting a budget structure, it is displayed on two tabs:
After you have created new budget structures or changed and saved them, you must release them. They are only distributed when the project is republished.
Table
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The budget structure number is assigned automatically and cannot be changed. |
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Budget structure |
The name of the budget structure is displayed in WINPACCS Cloud, WINPACCS Accounting and WINPACCS Cashbook wherever budget lines are to be selected. |
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Funding |
You can assign the budget structure to a funding. This means that only vouchers that are assigned to this funding can be assigned to the budget structure in Project accounting and Project controlling. If the voucher is assigned to another funding, the budget structure is not available. |
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Monitoring of quantities |
Indicates whether the budget structure is also used for entering quantities. This function allows you to assign units of quantity to budget lines so that in addition to amounts, quantities can be entered to these budget lines. For example, billed expert days or booked flights can be entered as additional information on a budget line. When creating a budget, you can also enter the planned quantities in such a budget line. In Project controlling, the quantities can be evaluated and the deviation from the planned quantities can be viewed. Only one budget structure per project can be used for the monitoring of quantities.
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Release status |
New – The budget structure has been newly created and never been used. To publish it with the project data and send it to WINPACCS Accounting and WINPACCS Cashbook you must first release the budget structure. Released – The budget structure is sent to WINPACCS Accounting and WINPACCS Cashbook and is available in Project controlling. Edited – A previously released budget structure was changed. Release it again to apply the changes. |
Functions
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Releases all the changes to budget structures and alters their statuses to Released. If you archive or reactivate a budget structure, you must also release it afterwards.
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Undo |
Undoes all changes that have not yet been released. |
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New |
Opens a page on which you can set up a budget structure (a new one). |
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Import |
Opens a page on which you can import a budget structure (an existing one). |
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Show archived budget structures |
Also shows archived budget structures in the table. To reactivate an archived budget structure, open it and click on Reactivate. After that release the budget structure. |
