The Budget Filter Function

By default, the grid will be empty, and an interaction with the filter bar is required to populate it.
By default only the filter for “Period from” and “Period to” are set for the “current year”, by clicking the [Refresh] button upon entering the module will list all budget rows for the current year, for the selected unit. The following fields are available on the filter bar:

Fig 7: Budget row filter bar

Unit: This filter is not editable if accessed through [Purchasing] – [Budget]. If this is an onboard system only budget details for the current unit\vessel is available in the database. If the module is accessed in the office system, the “unit picker” in the top menu bar servers as a unit filter and will update the “filter bar” filter if a different unit is selected. If the module is accessed through [Fleet] – [Budget], it will be possible to select several vessels\units to include, making it possible to retrieve budget rows from multiple units\vessels

Period from: By default, this will have the first period in the current year pre-selected. Any existing period can be selected as the “period from” (if no budget periods are available this filter will be empty)

Period to: By default, this will have the last period in the current year pre-selected. Any existing period (after the selected “Period from”) can be selected as the “period to” (if no budget periods are available this filter will be empty)

Account(s): This field will allow users to select any number of accounts to be included. If left “blank” (no selections are made) it is considered as “include all”

Cost Code(s): If budgets have been created on cost code level it is possible to select any number of cost codes and only retrieve the budget rows matching the selecting cost codes. If left “blank” (no selections made) it is considered as “include all”. This filter should always be left blank if the budget is not created per cost code.

[Refresh] – Clicking this button will start the data retrieval from the database using the current filter settings.

[Reset] – Clicking this button will reset the filter to its default state (period from and to set to current year)