Link budget form

This popup form can be accessed via the Actions menu iconactions column menu of the Budgets tab at the Contact details iconorganisation, Programme iconprogramme, Project iconproject or Subproject iconsub-project view pages, as shown in Figure 1.

Figure 1 – Access via budgets tab

This popup is shown in Figure 2 and is used to link one budget to another. The linked budget will then be visible in the budget tree and can participate in aggregation calculations.

Figure 3 – Link budget/sub-group form

The collection of read-only fields at the top of this popup form provide a breakdown of the hierarchy of parent assets above this task.

Use the tree navigation layout to select the asset you would like to link this task to. You can show or hide levels or sub-levels by clicking on the expand nav iconexpand or collapse iconcollapse icons. Select the name of your desired asset and if you’re happy with your selection click the “Link budgets/sub-groups” button at the bottom of the form. NOTE: names with a pink background cannot be selected. Click the Cancel button if you do not want to link the budget or sub-group.