Create a new budget

Build 1501 on 14/Nov/2017  This topic last edited on: 17/Mar/2016, at 17:25

You can create new budgets on the Budgets tab of the Planning main tab in Ted4 and Fred4.

Create new budget in Ted4/Fred4

1.Open the Planning main tab as explained in Open or close a main tab.

2.On the File menu, point to New, and then click Budget.

3.In Name, enter an unique name for the new budget.

4.In Publication, select the publication for the budget.

5.In Calendar, select a calendar for the budget.

6.In Date, select the date of the budget.

7.If the tasks due date needs to be the same as the date of the budget, select Set tasks due date.

8.In Description, enter an optional description

9.Click OK.

Click to toggle graphic size

Create new budget in GN4 browser

1.On the Budgets main tab, click New.

2.In Name, enter an unique name for the new budget.

3.In Publication, select the publication for the budget.

4.In Calendar, select a calendar for the budget.

5.In Date, select the date of the budget.

6.If the tasks due date needs to be the same as the date of the budget, select Set tasks due date.

7.In Description, enter an optional description

8.Click OK.

Click to toggle graphic size

See also

Create a new budget as a copy of existing one