Creating analysis budget categories

  1. Load the budget you want into the InfoViewer.
    To open the Analysis Budget InfoViewer, click Lookup Analysis Budgets on the Asset Analysis page. Then look up the budget that you want to work with and click the link in the Name column to open the InfoViewer.
  2. Select the budget year to which you want to add the category from the View Year list.
  3. Click Add above the Categories grid.
  4. Specify this information:
    Name
    Specify the name of the budget category.
    Description
    Type a description of the budget category.
    Budget Amount
    Specify the amount of money allocated for the category.
    Funding Formula
    Specify a formula to determine which activities and asset types may be funded from this category. If you do not specify a formula, then the category may be used for all activities and asset types.
  5. Click Save.