How To Create A Budget From Scratch

1. Click [Purchasing] à [Budget]
2. Click [New] in the top left corner.

Fig 8:  Create new budget dialog

1. Unit: Select the Unit/Vessel you want to create the budget for (default value will be the current vessel you have selected in your vessel selector)
2. Year: Select the year you want to create the budget for. (Default current year)
3. Account: Select which account you want to create a budget for.
   • To create a budget for a single account, select the account by clicking the […] button.
   • To create a budget for all accounts tick “Select All accounts”
   • To create a budget for some accounts, tick the “selected accounts” and then click the “selections” tab, and make your selection of accounts to create a budget for.
4. Cost Code: If not configured to budget on “Cost code” the cost code selector will be disabled. If TM Master is configured to budget on “Cost code”, select which cost code(s) you wish to create the budget for.
   • To create a budget for a single cost code for all selected accounts, select the single cost code by clicking the […] button.
   • To create a budget for all cost codes tick “Select All Cost codes”
   • To create a budget two or more of the Cost codes, tick the “Selected Cost codes” and then click the “Selections” tab, and make your selection of Cost codes per account to create a budget for.
5. Cost codes Included in budget (system setting): This check box will reflect if the system is set up to budget on Cost code or not. (Please refer to the chapter: How to configure budget system settings? For more details)
6. Include disabled accounts: Tick to generate budget rows for any of the selected accounts that have been disabled.
7. Budget Periods: This will reflect the number of budget periods the system is configured to use. By default the system is configured to use only one period but can be altered under [Settings] (Please refer to the chapter: How to configure budget system settings? For more details)
8. To start generating the budget rows, Click [OK]. Please note that the system will spend some time generating the budget rows, so please be patient. If any of the rows to be created already exists, it will not create an additional row but keep existing.

Any orders set on order after the budget rows have been created will automatically be linked.
Please note that if the budget for a period is created after orders have been placed, they will not automatically be linked to the budget rows. In order to link the budget rows to existing orders the
[Recalculate budget] function will need to be used.