View Budget

View Budget

  1. Go to AM Planning > Budget
  2. Select a Year from the dropdown to view the Budget of a specific year
  3. Default view is Location but you can switch to Department view as well to view budgets by Department
  4. Click the dropdown arrow next to the Budget location to view subcategories

    • Related Articles

    • Reset Budget

      Go to AM Planning > Budget Select a year from the dropdown to reset the budge Select Location or Department depending on which view is requiring the Budget Reset Click Reset on top right toolbar Note: The budget will be 0.00 for all Location or ...

    • Export Budget

      Go to AM Planning > Budget Select a year from the dropdown Select Location or Department depending on which view you want to export Click Export on top right toolbar Select Excel or PDF Click Save if prompted

    • View Prioritization

      Note: Prioritization is a combination of Risk, Funding, and Budget. Make sure Funding, Risk, and Budget are set up correctly to get the most out of the prioritization module Go to AM Planning > Prioritization Click on the domain level for Location or ...

    • View or Create Scenarios

      Note: Prioritization is a combination of Risk, Funding, and Budget. Make sure Funding, Risk, and Budget are set up correctly to get the most out of the prioritization module Go to AM Planning > Risk Click on the domain level for Location or ...

    • Copy Budget

      Go to AM Planning > Budget Click Copy Budget on top right of toolbar Select a Base Year, Variation(%) and Forecast Years Click the + button next to Forecast Years If the information looks good, click Save. If change is required to the Variation per ...