2.
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3.
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To add a line item, double-click an empty cell in the Item Description column. Enter an item name or description.
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The # field populates automatically after you enter an item in the Item Description field.
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5.
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In the Expenditure Date field, enter the anticipated date that funds will be spent. Click the arrow to launch a menu from which you can select a date. You must enter an expenditure date for the budget to be finalized.
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To track a certain expense on different dates, you should use separate line items. For example, to track the expense for Printing in May, June, and July, enter three separate line items, one for each month.
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6.
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Select a source account from the Source Accountdrop-down menu. The funds for this program, project, or subproject are posted against the account you choose when the line items are finalized.
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7.
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8.
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In the Committed Amount field, enter any committed funds related to the line item. Leave this field blank if no portion of the line item is committed.
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9.
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In the Forecast Amount field, enter the amount that you predict or forecast the line item will cost.
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10.
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