Set Budget Type

You can add budget types according to the budget policy of the company. You can also delete unused budget types.

The Set Budget Type page is laid out as follows.

Add Budget Type

The following describes how to add a new budget type.

1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Budget’ in the pop-up window.
2. Click at the top left of the screen.
3. Click 'Settings > Set Budget Type' from the menu.
4. Click ‘Add Type’.
5. Enter the budget type name in the added area, and click ‘Save’.
   • Click the delete icon to delete the budget type.
   • Budget types used to set budget standards can't be deleted.
   • You can drag and drop budget type names to reorder them.
6. Click ‘OK’ in the pop-up window.
   Budget types added or changed by clicking ‘Set Budget Type’ in the Budget Standard menu are reflected in the budget type list on the Set Budget Type page.

Set Budget Item

You can manage budget items. You can also set sub-items under a budget item to organize your budget into detailed subdivisions.

The Set Budget Item page is laid out as follows.

Field	Description
① Add	Adds a new budget item. (Add Budget Item)
② Budget item list	Displays the budget item list.
③ Add Subfield	Click to add a sub-item of a budget item. Up to 4 levels can be added.
④ Edit	is displayed when hovering the mouse over a budget item, which you can click to edit the budget item name.
⑤ Deleted	is displayed when hovering the mouse over a budget item, which you can click to delete the budget item name. Budget items used to set budget standards can't be deleted.
⑥ Canceled	Deletes the modified details and refreshes to the screen before modification.
⑦ Click save.	Saves the modified content.

Add Budget Item

The following shows how to add a new budget item.

1. Click the ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Budget’ in the pop-up window.
2. Click at the top left of the screen.
3. Click 'Settings > Set Budget Item' from the menu.
4. Click 'Add'.
5. Enter the budget item name in the added area, and click .
   • To add a budget sub-item, place the cursor over the budget item name, and then click the ‘Add Subfield’.
     • Enter the budget sub-item name, and click .
   • To delete a budget item or a budget sub-item, place the cursor over the budget item, and then click .
   • When you delete a parent budget item, all sub-items of the budget item are deleted.
   • Budget items and budget sub-items used to set budget standards can't be deleted.
   • You can drag and drop budget item names to reorder them or move them between levels.
6. Click ‘Save’, and then click ‘OK’ in the confirmation pop-up window.
   Budget items added or changed by clicking ‘Set Budget Item’ in the Budget Standard menu are reflected in the budget item list on the Set Budget Item page.

Set Budget

You can set the settlement period classification and budget unit of budgets.

The Set Budget page is laid out as follows.