Budget
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 ...
View Budget
Go to AM Planning > Budget Select a Year from the dropdown to view the Budget of a specific year Default view is Location but you can switch to Department view as well to view budgets by Department Click the dropdown arrow next to the Budget location ...
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
Edit a Budget
Go to AM Planning > Budget Select a year from the dropdown in top left of screen Select Location or Department by clicking Location or Department in top right of screen Click Edit next to the Budget line that requires a change Only Budget column will ...
Search for Risk
Go to AM Planning > Risk Use the search field to search by the following options Asset Number Asset Name Useful Life ARI ACI Use the tree to search by a Location, Sublocation, Class, or Subclass Click Reset to reset the search back to default view