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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