{"id":671,"date":"2016-09-21T16:34:43","date_gmt":"2016-09-21T04:34:43","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=671"},"modified":"2023-08-24T03:14:04","modified_gmt":"2023-08-24T03:14:04","slug":"a474","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a474\/","title":{"rendered":"View budget item page"},"content":{"rendered":"
This page is shown in Figure 1 and shows all the information relating to the selected \"budgetbudget item<\/a>.\r\n

\"budget<\/a><\/p>\r\n

Figure 1 – Budget item view page<\/strong><\/p>\r\nThe \u00a0top header area<\/a> allows you to\u00a0\"Edit<\/a> edit<\/a> or \"Delete<\/a> delete<\/a> the budget item, or add an \"Expenses<\/a>expense item, \"Attachments<\/a> attachment<\/a> or\u00a0\"Comment<\/a> comment<\/a> to this budget item.\r\n\r\nSome 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<\/a>request<\/a> or \"Pass<\/a> authorise<\/a> a state transition. The rest of the page is made up of a number of tabs or sections (depending on your selected view):\r\n

\"Attachments<\/a>\u00a0Attachments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the attachments<\/a> that have been added to this budget item, as shown in Figure 2.\u00a0 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.\r\nFrom the Actions column<\/strong> of this attachments table, you can act on individual attachments by \"Edit<\/a>editing<\/a>, \"Delete<\/a>deleting<\/a>, \"Move<\/a>moving<\/a> or \"lock<\/a>locking<\/a>\/\"unlock<\/a>unlocking<\/a> the selected attachment.\r\n\r\n\"view<\/a>\r\n

Figure 2 – Budget item attachments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the attachment table or navigate to this same spot to \"Add<\/a>add more attachments to this budget item. Here, you can also export this budget list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nAt 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).\r\n\r\n \r\n

\"chart\"<\/a>\u00a0Charts<\/h4>\r\nInstead 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<\/a>\r\n

Figure 3 – Budget item chart tab\r\n<\/strong><\/p>\r\nZoom in or out on certain times by using the red arrows at the bottom of the chart.\r\n

\"Comment<\/a>\u00a0Comments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the comments<\/a> that \"icon_user\"<\/a>users<\/a> have made on this budget item, as shown in Figure 4.\u00a0 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.\r\nFrom the Actions column<\/strong> of this comments table, you can act on individual comments by \"Edit<\/a>editing<\/a> or \"Delete<\/a>deleting<\/a>\u00a0 the selected comment.\r\n\r\n\"view<\/a>\r\n

Figure 4 – Budget item comments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the comment table or navigate to this same spot to \"Add<\/a>add more comments to this budget item. Here, you can also export this comment list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\n \r\n

\"budget<\/a>\u00a0Details<\/h4>\r\nThis tab shows some additional details about that baselined costs for each month on this budget item, as shown in Figure 5.\r\n\r\n\"budget<\/a>\r\n

Figure 5 – Budget item details tab<\/strong><\/p>\r\nIf 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.\r\n

\"Expenses<\/a>\u00a0Expenses<\/h4>\r\nThis 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.\r\n\r\nThe Actions column<\/strong> of the expenses table provides accessible functions to act on a chosen expense item. These functions include \"Edit<\/a>editing, \"Delete<\/a>deleting, \"Move<\/a>moving or \"Copy<\/a>copying the chosen expense item or adding a \"Comment<\/a>comment or \"Attachments<\/a>attachment to that expense item.\r\n

\"expenses<\/a>Figure 6 – Expenses tab<\/strong><\/p>\r\n

Note that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the expenses table. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p>\r\n\r\n

\"History<\/a>\u00a0History<\/h4>\r\nThis tab shows shows some basic history of the budget item, as shown in Figure 7.\u00a0 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<\/a>\r\n\r\n \r\n

Figure 7 – Budget item history tab<\/strong><\/p>\r\n

Note that you can customise your change table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the change table. Here, you can also export this list of changes to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.<\/p><\/div>\r\n

Related topics<\/h4>\r\n