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. |
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. |
Configure columns
You can choose the columns that appear on budgets.
- On the left side of the screen, next to the Refresh link, click the User Preferences 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.