Budget Management

• Step 1
• Navigate to the main menu and click on "Budget." From there, select "Setup."

• Step 2
• After clicking on "Setup," you will see a page appear on your screen. Click on the "Settings" button, then choose "Budget Period Type."
  

• Step 3
• To add a budget period type, click on the plus button or "+" icon. This action typically allows you to create a new budget period type within the Cloud Campus ERP software.

• Step 4
• • To add a budget period type in Cloud Campus ERP:
  • Title: Enter the title or name of the budget period type.
  • From and To Date: Specify the start and end dates for this budget period type.
  • Active: Select "True" to indicate that this budget period type is active.
  • Click on Add Budget Period Type: After filling out the title, dates, and selecting "True" for active, click on the "Add Budget Period Type" button to create and save this budget period type in the system.
  • These steps ensure that the new budget period type is defined with the correct title, duration, and activation status within Cloud Campus ERP.

• Step 5
• Click on the "Settings" button and then select "Budget Element Type."

• Step 6
• To add a budget element type, click on the plus button (+) typically provided for this purpose.

• Step 7
• • After clicking the plus button to add a budget element type in Cloud Campus ERP, follow these steps:
  • Element Type Name: Enter the name of the element type.
  • Description: Provide a description for the element type to clarify its purpose or usage.
  • Account Type: Specify the account type associated with this element type, such as revenue, expense, asset, or liability.
  • Click on Add Element Type Button: After filling out the name, description, and selecting the account type, click on the "Add Element Type" button to save the new budget element type in the system.
  • These steps will effectively define a new budget element type within Cloud Campus ERP with the specified details.

• Step 8
• • • To add a budget element in Cloud Campus ERP:
    • Click on the "Settings" button.
    • Select "Budget Element" from the options available.
    • Click on the plus button (+) to add a new budget element.
    • This sequence will allow you to navigate to the appropriate section and initiate the process of adding a budget element within Cloud Campus ERP.

• Step 9
• • After selecting "Budget Element":
  • Select Element Type: Choose the appropriate element type from the options available (e.g., Revenue, Expense).
  • Add Title and Description: Enter a title and description for the budget element to specify its purpose or details.
  • Select Cost Group and Account: Assign the cost group and account associated with this budget element.
  • Click on Save Button: After entering all necessary details, click on the "Save" button to store the new budget element in the Cloud Campus ERP system.
  • Following these steps ensures that the budget element is properly defined and integrated into your ERP setup, ready for use in financial management and reporting.