To create a new budget:
▪Select the Config menu.
▪Select the Setup menu.
▪Select Budgets.
On the Budgets menu select Add.
You can also clone an existing budget by selecting the desired line to highlight it, then clicking Clone as shown below
In the Description column enter the name for the project. In this example Nursing is the new project's name.
▪Click Save.
Group
Select a Group from the predefined groups you have created.
Hours Rule
Select the Hours Rule for your budget.
Period
Select the Period for your budget from the drop-down menu:
Complete the Details section on the right:
▪Click the plus symbol (+) to add a new record.
▪Add an Effective Date.
▪Add the budgeted hours corresponding with your selected time period, under the Hours heading .
▪Add the dollars corresponding with your time period, under the Dollars heading.
▪Click Save on the left (not shown).
