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Using Data composer with budgets

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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

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

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