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Invantive Estate

In this screen the budget movements are registered. It is only permitted to reallocate the budget over main cost categories, if this is set in Settings. Open screen in browser Open Form

Screen Budget Shifts within a project or cost category master roll up

The meaning of the entry fields is:

Project

The project of which the budget movement is part of.

Cost Category From

The costs category from which the budget is transferred.

Cost Category To

The cost category to which the budget is transferred.

Budget Movement

The budget amount that is transferred.

Explanation

An informative explanation such as the cause of the budget movement or the person with whom the budget movement was discussed.

The meaning of the other fields:

Created at

The date on which the budget movement is created.

Documents

Linked documents, see Linking Documents.

Size

Size of the linked documents.