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

Latest revision as of 09:37, 9 September 2011

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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