{"id":645,"date":"2016-09-21T15:24:43","date_gmt":"2016-09-21T03:24:13","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=645"},"modified":"2021-03-23T01:14:11","modified_gmt":"2021-03-23T01:14:11","slug":"a450","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a450\/","title":{"rendered":"Budgets"},"content":{"rendered":"<div class='content-column three_fourth'>The Budgets module can be used to keep track of <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/budgetgroup.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-235\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/budgetgroup.svg\" alt=\"Budget icon\" width=\"24\" height=\"20\" \/><\/a>budget details for a particular <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-169\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/program.svg\" alt=\"Programme icon\" width=\"25\" height=\"20\" \/><\/a><a href=\"\/help\/a60\">programme<\/a>, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-168\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/project.svg\" alt=\"Project icon\" width=\"23\" height=\"22\" \/><\/a><a href=\"\/help\/a100\">project<\/a>, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-233\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/subproject.svg\" alt=\"Subproject icon\" width=\"24\" height=\"19\" \/><\/a><a href=\"\/help\/a490\">sub-project<\/a> or <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/changerequest.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-171\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/changerequest.svg\" alt=\"Change requests icon\" width=\"21\" height=\"23\" \/><\/a><a href=\"\/help\/a300\">change request<\/a>. This includes budget baselines per month, <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/budgetitem.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-664\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/budgetitem.svg\" alt=\"budget item\" width=\"20\" height=\"23\" \/><\/a><a href=\"\/help\/a470\">budget items<\/a> and groupings and also actual costs.\r\n\r\nThe budget is dependent on two attributes of the parent <a href=\"\/help\/a9\">asset<\/a>:\r\n<table>\r\n<tbody>\r\n<tr>\r\n<th scope=\"row\">Start date<\/th>\r\n<td>If the asset start date is set then the month intervals for the budget will be based on that start date.<\/td>\r\n<\/tr>\r\n<tr>\r\n<th scope=\"row\">Budget intervals<\/th>\r\n<td>The number of months allowed in the <a href=\"\/help\/a450\">budget<\/a> is set using this <a href=\"\/help\/a9\">asset<\/a> attribute.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\nA budget can have multiple <a href=\"\/help\/a470\">budget items<\/a>. Each <a href=\"\/help\/a470\">budget item<\/a> contains the baselines of costs for that item.\r\n\r\n<a href=\"\/help\/a470\">Budget items<\/a> can be grouped into sub-groups of the budget, down to as many levels as is required. The baselines from the items are summed into the sub-group; and ultimately into the budget.\r\n\r\nAn <a href=\"\/help\/a9\">asset<\/a> can have multiple budgets, e.g. different version during the planning phase. The budgets are treated independently and are not summed together. If a budget is no longer required it may be archived if a history needs to be maintained or deleted if no history is required.\r\n\r\nA <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-154\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/workflow.svg\" alt=\"Workflow icon\" width=\"22\" height=\"20\" \/><\/a><a href=\"\/help\/a370\">workflow<\/a> can also be selected for each budget. When you <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/new.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-82\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/new.svg\" alt=\"Add icon\" width=\"21\" height=\"17\" \/><\/a><a href=\"\/help\/a451\">add the budget<\/a> you can select the <strong>Standard Budget Workflow<\/strong>, or you can <a href=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/new.svg\"><img loading=\"lazy\" decoding=\"async\" class=\"icons_img alignnone size-full wp-image-82\" src=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/new.svg\" alt=\"Add icon\" width=\"21\" height=\"17\" \/><\/a><a href=\"\/help\/a371\">add a new workflow<\/a> for budgets specific to your <a href=\"\/help\/a50\">organisation<\/a>.<\/div>\r\n<div class='content-column one_fourth last_column'><h4>Related topics<\/h4>\r\n<ul>\r\n \t<li><a href=\"\/help\/a451\">Add budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a452\">Edit budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201318\">Copy budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a201317\">Move budget form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a453\">Delete budget or sub-group form<\/a><\/li>\r\n \t<li><a href=\"\/help\/a454\">View budget or sub-group page<\/a><\/li>\r\n \t<li><a href=\"\/help\/a455\">Link budget page<\/a><\/li>\r\n \t<li><a href=\"\/help\/a456\">Unlink budget page<\/a><\/li>\r\n \t<li><a href=\"\/help\/a470\">Budget items<\/a><\/li>\r\n \t<li><a href=\"\/help\/a100\">Projects<\/a><\/li>\r\n \t<li><a href=\"\/help\/a370\">Workflows<\/a><\/li>\r\n \t<li><a href=\"\/help\/a371\">Add workflow form<\/a><\/li>\r\n        <li><a href=\"\/help\/estimate-at-completion\">Estimate at completion<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  The Budgets module can be used to keep track of budget details for a particular programme, project, sub-project or change request. This includes budget baselines per month, budget items and groupings and also actual costs.    The budget is dependent on two attributes of the parent asset:    <\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":101,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-645","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Budgets - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s Budgets\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/a450\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Budgets - Psoda Help Centre\" \/>\n<meta property=\"og:description\" content=\"Read the documentation and learn how to use Psoda&#039;s Budgets\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.psoda.com\/help\/a450\/\" \/>\n<meta property=\"og:site_name\" content=\"Psoda Help Centre\" \/>\n<meta property=\"article:modified_time\" content=\"2021-03-23T01:14:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.psoda.com\/images\/icons\/darkgrey\/budgetgroup.svg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.psoda.com\/help\/a450\/\",\"url\":\"https:\/\/www.psoda.com\/help\/a450\/\",\"name\":\"Budgets - 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