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Create budget items

Property Management

IC2057
Keep track of your budget
Case worker
Property Management

You can use budget items to plan and monitor the budget allocation for subprojects within a large project. In this form, you can assign these budget items to the project budget and specify the budget amount. Using the subordinate budget management feature, you can plan the budget for the budget items—and thus the project activities—on an annual basis.

Prerequisite

  • The budget project has already been created

Procedure in the FM Portal

Path to the starting point: Property Management - Budget Management - Budget Items/Project Measures

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

  2. Select the budget project, the building, the type, and the status.

  3. Enter the maximum budget in the Budget Values section.

  4. In the Details section, select the person responsible and the cost center.

  5. Click Save in the toolbar.

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