Using Data composer with budgets

As part of Finance V2.0 we have extended Data Composer support for Budgets enabling you to create documents outlining your budget position.

Once budgets have been configured for a work type you will see a new element within the Finance section for Budgets.

Clicking on this element will allow you to specify a specific budget structure that you wish to query

And access elements including

  1. Budget Structure Details
  2. Phase Details
  3. Views – these show Totals by Codes and Positions and allow you to query in a similar structure to the budget page
  4. Lists of Transactions