View budget item page

This page is shown in Figure 1 and shows all the information relating to the selected budget itembudget item.

budget item view page

Figure 1 – Budget item view page

The  top header area allows you to Edit icon edit or Delete icon delete the budget item, or add an Expenses iconexpense item, Attachments icon attachment or Comment icon comment to this budget item.Some details of the budget item are displayed just below the top header area in subsections, such as the item’s location within Psoda, it’s description, as well as any workflow information where you may be permitted to Request state transition iconrequest or Pass icon authorise a state transition. The rest of the page is made up of a number of tabs or sections (depending on your selected view):

Attachments icon Attachments

This tab shows an asset listing of all of the attachments that have been added to this budget item, as shown in Figure 2.  By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by Edit iconediting, Delete icondeleting, Move iconmoving or lock iconlocking/unlock iconunlocking the selected attachment.view page attachments tab

Figure 2 – Budget item attachments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the attachment table or navigate to this same spot to Add iconadd more attachments to this budget item. Here, you can also export this budget list to Excel export iconExcel or CSV export iconCSV files.At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only). 

chart Charts

Instead of a table view, this tab provides a graphical view of your accumulated baseline vs. actual over time for this budget item. Figure 3 below shows an example chart:chart tab budget group

Figure 3 – Budget item chart tab

Zoom in or out on certain times by using the red arrows at the bottom of the chart.

Comment icon Comments

This tab shows an asset listing of all of the comments that icon_userusers have made on this budget item, as shown in Figure 4.  By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by Edit iconediting or Delete icondeleting  the selected comment.view page comment tab

Figure 4 – Budget item comments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the comment table or navigate to this same spot to Add iconadd more comments to this budget item. Here, you can also export this comment list to Excel export iconExcel or CSV export iconCSV files. 

budget item Details

This tab shows some additional details about that baselined costs for each month on this budget item, as shown in Figure 5.budget item details tab

Figure 5 – Budget item details tab

If you have JavaScript enabled then the baselined costs can be edited by clicking on the number, using inline editing. Make any changes require and press tab or enter or use the mouse to click outside of the field. If you press escape the field will be restored to its original value. This same mechanism is available in all the tables that contain budget items.

Expenses icon Expenses

This tabbed view shows the expenses table shown in Figure 6, containing any expenses that have been logged for the budget item. By default, this table shows the reference, description, date, date of payment as well amount including and excluding tax information. The number of comments and attachments added to an expense item is also indicated in this view.The Actions column of the expenses table provides accessible functions to act on a chosen expense item. These functions include Edit iconediting, Delete icondeleting, Move iconmoving or Copy iconcopying the chosen expense item or adding a Comment iconcomment or Attachments iconattachment to that expense item.

expenses tab budget view pageFigure 6 – Expenses tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the expenses table. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files.

History icon History

This tab shows shows some basic history of the budget item, as shown in Figure 7.  By default, this tab will present you with a number of details about the budget item’s history such as the creation date, creation user, last update date and last update user. If the budget item has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.view page history tab 

Figure 7 – Budget item history tab

Note that you can customise your change table view by clicking the Edit iconedit button at the bottom of the change table. Here, you can also export this list of changes to Excel export iconExcel or CSV export iconCSV files.