Creating and managing budgets in Frontliners is essential for effective financial planning. This article will guide you through the process of setting up a budget and making adjustments as needed.
To create and manage budgets in Frontliners:
- Access the Budget feature:
- Click on the menu in the top left corner.
- Navigate to the "Economy" main menu item.
- Select the "Budget" submenu item.
- Create a new budget:
- Click the plus icon to add a new budget.
- Fill in the relevant fields with your budget information.
- Click "Create" to save the new budget.
- Edit the budget:
- After creating the budget, you'll see a screen where you can adjust preliminary budgets daily for one quarter at a time.
- Make the necessary changes to your budget figures.
- Publish the budget:
- Once you've finished editing, click "Publish" to make the budget visible throughout the system.
- The published budget will now be available in all relevant places.
- View and edit budgets in the shift plan:
- Open the shift plan view
- Locate the budget information for specific days.
- Click on the edit icon in the budget field to make adjustments as needed.
Remember that you must create a budget before you can edit it for individual days in the shift plan. This ensures that your financial planning is consistent across all areas of Frontliners.