Create annual budgets

You can use annual budgets to plan budget items on an annual basis.

Prerequisite

• The budget item has already been created

Procedure in the FM Portal

Path to the starting point: Property Management - Budget Management - Annual Budgets

1. Click New... in the list's toolbar. An empty form opens.

2. Enter the year and the budget item.

3. Enter the planned budget under Budget Values.

4. Click Save in the toolbar.

You can, for example, assign contracts, orders, order items, and partial services in the info sections.

Take a look here too:

📄 Budgetprojekt erstellen IC2056

📄 Budgetpositionen erstellen IC2057

📄 Budgetwerte neu berechnen IC2055

📄 Jahresbudgets Kosten zuordnen IC2059