23 Budgets
From TrueERP wiki
Overview
Budgets Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] Define a Budget - How do you define a budget?
2. [ ] Budget on - What 2 things can you create budgets on?
3. [ ] Periods - How do you define over what time the budget is for?
4. [ ] Departments - Where do you choose which departments the budget is for?
5. [ ] Descriptions - Can you alter the amount headings?
6. [ ] First Period - Where do you setup the first period?
7. [ ] For a Job - How do you activate the budget for a job?
8. [ ] Values for a Period - Do you understand that you are loading the values for just this period?
9. [ ] Copying Across Periods - Do you know how to copy these values to all of the periods?
10.[ ] Budget Definition List - Where can you view all of your defined budgets?
11.[ ] Budget List - Where can you view your actual budgets?
12.[ ] View All - How do you display all of your periods for each budget ?
13.[ ] Viewing Each Period - Can you open each period?
14.[ ] Adjusting Individually - Can you open each period and adjust it?
15.[ ] Budget Variation - How do you make a variation to the budget using the variation screen?
16.[ ] Profit and Loss - How do you add a budget to your Profit and Loss?
17.[ ] Account List - Can you see which accounts have a budget set agains't them?
18.[ ] Budget v Actual - Can you see the budget in a list form?
19.[ ] Job Budgets - Where do you view the budget with a job ?
Notes: Are there any aspects in this area that more training would be useful?
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