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Edit budget

Discover how to edit a budget and configure the columns displayed in WorldShare Acquisitions.

Edit a budget

A budget is a set of funds in the same period. The period is defined by a start date and an end date.  

  1. On the left panel, click Budgets.
  2. In the Select Budget list, select the budget you want to edit. The highlighted budget is the current budget in use.
  3. Click Edit.
  4. To edit funds for a budget, see Edit funds.

Budget screen columns

Some columns need explanation:

Column Shown by default Description
Budgeted x The total monetary amount assigned to the fund for use.
Enc. x The amount encumbered for the fund. Click an amount to view the Order Items screen for this fund.
Expended x The amount expended for the fund. Click an amount to view the Invoice Items screen for this fund.
Fund Code x Unique ID used to interoperate with other systems.
Fund Name x The name of the fund.
Notes x Any notes about the fund.
  • Click the Add Note button (Add Note button) to add a new note.
  • Click the Add/Edit Note button (Add/Edit Note button) to add or edit notes.
Remaining Balance x The amount left in the fund that has not been encumbered or expended.
Total Enc.   The total amount encumbered for the parent fund and all its child funds.
Total Exp.   The total amount expended for the parent fund and all its child funds.
Total Fund Budget   The total of all subfunds.
Total Remaining Balance   The sum of all remaining balances for the parent fund and all its child funds.

Configure columns and download data

Configure columns

You can choose the columns that appear on budgets.

  1. On the right side of the screen, next to the navigation, click the Configure button (Configure button).
  2. In the Show Columns window, check or uncheck the columns you want to show or hide.
  3. Close the Show Columns window by clicking anywhere outside it.

Download budget data

You can download the data on the screen as a comma-separated values (CSV) file. To download more data, increase the rows on the screen by using the Rows list.

  1. On the right side of the screen, next to the Refresh icon, click the Export button (Export button). The CSV file downloads automatically to your workstation.

 

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