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Budget Wizard

Budget Checklists

Budget Wizard - Finish Panel

Access this panel using Activities>Budget Worksheet> Budget Wizard.

Use this panel to review the number of entries to be generated based on the selections made in the wizard.

  • Click Finish to add data to the budget worksheet based on the options selected.
  • Click Back to review or change your selections.
  • Click Cancel to exit without adding data to the budget worksheet.
  • If you are getting zero budget entries on a "Revisions Worksheet" type:
    • Try reevaluating your segment filter on the Budget Wizard - Segment Filter Panel
    • Or on the Budget Wizard - Segment Filter Panel, select the Ignore Account Code Combination Validation check box. This creates entries in the budget worksheet that have every possible account code combination. This feature is only available if (1) the Verify Account Code Combinations check box is selected by the Administrator on the Organization>Organization Preferences form and (2) the "Revisions Worksheet" type is selected on the Budget Worksheet Wizard - Budget and Worksheet Type Panel. Note that this feature is not available for a "New Worksheet" type budget.