Field Names and Descriptions
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Default Value
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*Name
The name of the Budget Template.
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Enable Global Template—Disabled (check-box cleared)
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*Description
A description of the Budget Template.
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Description—Blank
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*Parameters
Budgets are comprised of parameters and their values. Each parameter is individually defined when a budget is created.
At least one parameter must be selected for the budget template to be saved.
These are the available parameters:
•Year •Quarter •Month •Vendor •Phase and Task Codes See Budget Template Parameters for more information.
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Parameters—None
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Line Item Codes
These check-boxes will appear if Phase and Task Codes is selected as a budget parameter. By default, none of these check-boxes is selected.
The Line Items must be defined in TeamConnect Setup, on the Task Categories and Expense Categories tabs of the Line Item Object Definition. See Creating and Defining Objects for more information.
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Disabled (check-box cleared)
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Life of Matter Estimate
Selecting this check-box enables the Life Of Matter field on the Budget creation wizard and Budget Summary page. It also enables the Total Not Budgeted field on the Budget Summary page.
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Life of Matter Estimate—Disabled (check-box cleared)
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Allow Invoicing Above Budget Totals
Selecting this check-box enables users to post invoices, expenses, and tasks above the allocated budget amounts.
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Allow Invoicing Above Budget Totals—Disabled (check-box cleared)
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Enable Internal Expense Budgeting
Selecting this check-box causes the Internal Expense Codes check-boxes to appear.
The selected Internal Expense Codes check-boxes determine which Expense categories can be budgeted for. See Expenses for more information.
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Enable Internal Expense Budgeting—Disabled (check-box cleared)
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Internal Expense Codes
These check-boxes will appear if Enable Internal Expense Budgeting is selected. By default, none of these check-boxes is selected.
The Internal Expense Codes must be defined in TeamConnect Setup, on the Categories tab of the Expense Object Definition. See Creating and Defining Objects for more information.
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Disabled (check-box cleared)
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Enable Internal Task Budgeting
Selecting this check-box causes the Internal Task Codes check-boxes to appear.
The selected Internal Task Codes check-boxes determine which Task categories can be budgeted for. See Tasks for more information.
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Enable Internal Task Budgeting—Disabled (check-box cleared)
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Internal Task Codes
These check-boxes will appear if Enable Internal Task Budgeting is selected. By default, none of these check-boxes is selected.
The Internal Task Codes must be defined in TeamConnect Setup, on the Categories tab of the Task Object Definition. See Creating and Defining Objects for more information.
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Disabled (check-box cleared)
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