# Budget Module

### **Module Guide: Budget Module**

#### **Module Location**

#### Settings > Budget Settings > Budget Module

#### **Module Purpose**

#### The **Budget Module** serves as the "entry point" or main menu for accessing and beginning work on a previously defined budget set. After a budget version, matrix, and period have been configured, this module will display a list of the active budget sets that are ready to be filled out or reviewed. The user selects a budget set from this list to enter the data entry screen.​

### **1. Main View (List of Active Budgets)**

#### The main page displays a list of all active budget period combinations that are ready for the data entry process.

#### **View Explanation**

- #### **Filter**: Allows searching by **Budget Period Code**.
- #### **Activity Budget Only**: This heading indicates that the list displayed is likely only for budgets that have been marked as active.
- #### **Active Budget Table**:
    
    
    - #### **Budget Period Code**: The unique code of the budget period schedule.
    - #### **Period Name**: The descriptive name of that period schedule.
    - #### **Version**: Shows the Budget Version being used (e.g., Budget 2025 - Final).
    - #### **Type**: Likely refers to the Matrix dimension being used (COA, CCPC, or Project).
- #### Currently, the table shows "NO DATA," which means no budget periods have been selected or activated for data entry yet.

### **2. Integrated Workflow & Business Process**

- #### **Gateway to Data Entry**: This module is the final step in the setup workflow. After all configurations are complete (Version, Matrix, Period), the list of budgets ready to be filled will appear here.​
- #### **Budget Entry Process**:
    
    
    - #### A user (e.g., a department manager) accesses this module.
    - #### They will see a list of budgets relevant to them (e.g., "Marketing Department Budget 2025").
    - #### By clicking on a row in the table, the user is directed to the actual data entry screen. That screen will display a list of accounts or departments (according to the selected matrix) with columns for each month, where they can begin entering the budget figures.​

### **3. Tips & Important Notes**

#### If you do not see the budget set you expect here, there is likely an issue in one of the three preceding setup modules:

- #### Ensure a **Budget Version** has been created.
- #### Ensure a **Budget Matrix** has been defined.
- #### Ensure a **Budget Period** has been created linking the correct Version and Matrix, and make sure its status is "Active."
- #### Access to this module is typically given to all users involved in the budget preparation process, such as department managers, project leaders, and the finance team.