How do I create and manage budgets in Frontliners?

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:

  1. Access the Budget feature:
    1. Click on the menu in the top left corner.
    2. Navigate to the "Economy" main menu item.
    3. Select the "Budget" submenu item.
  2. Create a new budget:
    1. Click the plus icon to add a new budget.
    2. Fill in the relevant fields with your budget information.
    3. Click "Create" to save the new budget.
  3. Edit the budget:
    1. After creating the budget, you'll see a screen where you can adjust preliminary budgets daily for one quarter at a time.
    2. Make the necessary changes to your budget figures.
  4. Publish the budget:
    1. Once you've finished editing, click "Publish" to make the budget visible throughout the system.
    2. The published budget will now be available in all relevant places.
  5. View and edit budgets in the shift plan:
    1. Open the shift plan view
    2. Locate the budget information for specific days.
    3. 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.