Difference between revisions of "23 Budgets"
From TrueERP wiki
Simon Clive (Talk | contribs) |
Simon Clive (Talk | contribs) |
||
| Line 23: | Line 23: | ||
</menu> | </menu> | ||
| − | == Overview | + | == 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? | ||
| + | |||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
Revision as of 12:29, 30 June 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?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
