How to add and edit budget positions | InLoox PM 8

In the project, in the Start tab, in the Section group, click Budgets  to open the Budgets page. On the right side of this page you will see the budget positions list. The following features of the budget positions list are available:

Features on the Budget Positions tab

• Create a budget position  Choose one budget from the budget list. On the Edit tab in the Budget Positions group click New Budget Position. Alternatively double-click on the empty field in the budget positions list.

  For more information about creating of budget positions, see Create and edit a budget position.

• Edit a budget position  Choose one budget position from the budget positions list. On the Edit tab in the Budget Positions group click Edit Position. Alternatively double-click on an item in the budget positions list.
  For more information about editing of budget positions, see Create and edit a budget position.
• Delete a budget position  Choose one budget position from the budget positions list. On the Edit tab in the Budget Positions group click Delete Position. Alternatively press DELETE key.
• Copy and paste  Create quickly budget positions with the help of Copy and Paste feature on the Edit tab in the Budget Positions group.
• Change a budget position status  Choose one budget position from the budget positions list. On the Edit tab in the Budget Positions group click Position Status. On the drop-down list click the wanted status.
• Move a position upward  Choose one budget position from the budget positions list and click arrow Move Up in the Budget Positions group.
• Move a position downward  Choose one budget position from the budget positions list and click arrow Move Down in the Budget Positions group.
• Create an actual revenue  Click Generate Actual Revenue in the Action group. 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.

Features on the View tab

• Print a budget positions list  On the View tab in the Common group click Print in the Common group to start the quick print feature of the budget positions list. Choose Budget positions in the drop-down list.
  For more information about printing, see Print the project list.
• Expand or reduce the budget positions 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 positions 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.

• Filter the budget positions  Use the Filter feature, in the Common group, to quickly find the needed budget.

  To learn how to use the filter feature, see the Use filter section in the chapter Search and find projects, in the Use filters section.

Features on the Templates tab

• Load budget positions as a template  On the Templates tab in the Action group click Load Template.
  For more information on how to save a budget positions as a template, see Load a budget template.
• Save budget positions as a template  On the Templates tab in the Action group click Save Template.
  For more information on how to save a budget positions as a template, see Save a budget template.

Information rules in the budget positions list

• An entry contains then following data: sequence number, description, group, amount, quantity, unit, unit price, unit selling price (optional for budget types planned expenses and actual expenses), billed (optional for the budget types planned expenses and actual expenses), is billable, position in the list, created by, created on, changed by, changed on, provision date (for actual expenses(time tracking) only, this is the start date of the time tracking item)
• Each entry has a unique number.
• The total amount of all entries is then displayed, when the list is grouped by according column. Drag a column header you want into the area above the budget positions 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 Budget Position, Edit Position, Delete Position, Generate Actual Revenue, Copy and Paste, Expand and Collapse All Groups, Move Up and Down. It has also such feature as Status, where you can define whether the budget is Not billed, Billed or Note billable. You can also create an invoice via Generate Actual Revenue. Right-click in the budget positions list to open the context menu.

Keyboard shortcut

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

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