Edit budget
Discover how to edit a budget and configure the columns displayed in WorldShare Acquisitions.
Edit a budget
A budget is a set of funds in the same period. The period is defined by a start date and an end date.
- On the left panel, click Budgets.
- In the Select Budget list, select the budget you want to edit. The highlighted budget is the current budget in use.
- Click Edit.
- To edit funds for a budget, see Edit funds.
Budget screen columns
Some columns need explanation:
| Column | Shown by default | Description |
|---|---|---|
| Budgeted | x | The total monetary amount assigned to the fund for use. |
| Enc. | x | The amount encumbered for the fund. Click an amount to view the Order Items screen for this fund. |
| Expended | x | The amount expended for the fund. Click an amount to view the Invoice Items screen for this fund. |
| Fund Code | x | Unique ID used to interoperate with other systems. |
| Fund Name | x | The name of the fund. |
| Fund Status | x | The status of the fund. Statuses are indicated by an icon and include:
|
| Notes | x | Any notes about the fund.
|
| Remaining Balance | x | The amount left in the fund that has not been encumbered or expended. |
| Total Enc. | The total amount encumbered for the parent fund and all its child funds. | |
| Total Exp. | The total amount expended for the parent fund and all its child funds. | |
| Total Fund Budget | The total of all subfunds. | |
| Total Remaining Balance | The sum of all remaining balances for the parent fund and all its child funds. |
- Enabled (default)
- 
) to add a new note.
) to add or edit notes.Configure columns and download data
Configure columns
You can choose the columns that appear on budgets.
- On the right side of the screen, next to the navigation, click the Configure button (
). - In the Show Columns window, check or uncheck the columns you want to show or hide.
- Close the Show Columns window by clicking anywhere outside it.
Download budget data
You can download the data on the screen as a comma-separated values (CSV) file. To download more data, increase the rows on the screen by using the Rows list.
- On the right side of the screen, next to the Refresh icon, click the Export button (
). The CSV file downloads automatically to your workstation.