How to edit budget positions in InLoox PM 7

In the project, in the Start tab, in the Section group, click Budgets  to open the Budgets page. On this page, in the Edit tab you will find the following features of the budget list:

• Expense (actual, time tracking)  InLoox PM creates automatically an Expense (actual, time tracking). The time tracking items in this budget are disposed according to the activities and groups, to which they belongs.
  The Editing of the expense (actual, time tracking) is limited.

• Expenses (planned, resources)  InLoox PM creates automatically an Expenses (planned, resources). The total work time of all resources is multiplied by the group purchasing price for each activity. All activity expenses are cumulated by group.

    Each group has an internal price per hour. You can change this price/group or add a new one via the InLoox PM options. For more information see  Generate and edit groups.

• Create a planned expense  On the Edit tab, in the Budget group click New Planned Expense to record expenses. The resources will be used from the planning.

  For more information about adding of budgets, see Create and edit a budget.

• Create a planned revenue  On the Edit tab, in the Budget group click New Planned Revenue. A planned revenue serves a planning or proposal preparation.
  For more information about adding of budgets, see Create and edit a budget.
• Create an actual expense  On the Edit tab, in the Budget group click New Actual Expense to record actual expenses.
  For more information about adding of budgets, see Create and edit a budget.
• Create an actual revenue  On the Edit tab, in the Budget group click New Actual Revenue. An actual revenue can be also generated, e.g. with the revenue positions from the time tracking. Normally an actual revenue is a bill.
  For more information about billing, see Generate an invoice.
• Edit a budget  Choose a budget from the budget list, which you want to edit. On the Edit tab, in the Budget group click Edit Budget.
  For more information about editing of budgets, see Create and edit a budget.
• Delete a budget  Choose a budget from the budget list, which you want to remove. On the Edit tab, in the Budget group click Delete Budget.
• Copy and paste  Create quickly budgets with the help of Copy and Paste feature on the Edit tab, in the Budget group.
• Change a budget status  Choose a budget from the budget list. On the Edit tab, in the Budget group click Budget Status. On the drop-down list click status you want to have.
• Print a budget list  On the View tab, in the Common group click Print to start the quick print feature of the budget list. Choose Budgets in the drop-down list.
  For more information about printing, see General features and print of the project list, in the Print in the project list.
• Expand or reduce the budget view  Change the view with the help of Expand All or Collapse All on the View tab, in the Common group to make clear the budget view.
• Choose Fields  This feature sorts and organizes the project by important data.
  • On the View tab, in the Common group click Choose Fields.  On the dialog box click one field, e.g. Type, and drag it into the column headers.
  • Reset the fields per Drag and Drop into the dialog box.

Information rules in the budget list

• An entry contains the following data: type (planned expenses, planned revenues, actual expenses, actual revenues),sequence number, date, status, name, amount, budget neutral, created by, created on, changed by, changed by.
• Each entry has a unique number.
• Each entry has a status, which is freely definable.
  For more information about the budget status, see Manage the budget status.
• The total amount of all positions included in the budget is displayed.
  For more information about the budget position, see Working with the budget position list and Create and edit a position.
• The list is sorted by date in descending order. You can group or sort it as an Outlook list

Features in the context menu

The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon, such as New Planned Expense, New Planned Revenue, New Actual Expense, New Actual Revenue, Edit Budget, Delete Budget, Generate Actual Revenue, Copy and Paste, Choose Fields. It has also such features as Expand and Collapse All Groups, Status, where you can define whether the budget is Approved, Rejected or Open. Right-click in the budget list to open the context menu.

Keyboard shortcut

• CTRG+C  Copy a budget into the clipboard.
• CTRG+V  Paste a budget from the clipboard to the budget list.

You have no read permissions, if the lock icon is displayed in the list. In this case no item will be displayed.