Overview

Alloy allows you to create one or more budget periods within a budget. This allows you to distribute the budget funds across the periods and provides you with analysis of how and when funds are allocated and used.

Creating budget periods

The process of a creating a budget period can be done one of two ways:

  • Using the Budgets module
  • Directly within a selected budget.

Using the Budgets module

  1. Go to the Budgets module.
  2. Select the Create budget period, the Create budget period page is displayed in the left panel.

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  1. Select the Budget field to display a list of the available budgets that you want to create a budget period for.
  2. Select Next, you can now complete the details of the budget period.

Directly within a selected budget

  1. Go to the Budgets module.
  2. Select Budgets to display a list of available budgets in the search panel.

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  1. Select the budget you require from the search panel. The Item details for the selected budget are displayed.

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  1. The General details are displayed by default. Select the Budget periods tab, any existing budget periods are listed.

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  1. Select the more actions button from the action bar.

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  1. Select Add budget period, the Create budget period page is displayed in the left panel.
  2. The Budget field to displays the current budget that you want to create a budget period for.
  3. Select Next, you can now complete the details of the budget period.

Completing budget period details

The process of completing the budget period details is the same for both methods when the Details page is displayed.

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  • Name - this allows you to enter a unique period name.
  • Start Date - this allows you to use a date time picker to define the start date and time for the period.
  • End Date - this allows you to use a date time picker to define the end date and time for the period.
  • Budget Value - this allows you to enter the budget allocation for the time period within the budget.

When you have completed all the fields select Create to add the period to the selected budget.