Tasks performed in the Budgeting application

The table below lists all of the tasks that you perform in the Unifocus Budgeting application and from which screen or pane you access those tasks. Select the links below to view the task topics.

Screens and panes	Tasks
Budgeting menu pane	Navigating the Budgeting application Accessing screens: Accessing the Charts configuration screens in Budgeting Accessing the Full Time Equivalent screen Accessing the Budget Tree screen Accessing the Budget Structure screen in Budgeting Accessing the Adjust Hours and Rates screen in Budgeting Accessing the KBI Projections screen in Budgeting Accessing Budget Utilities
Budgeting Dashboard	Selecting information to view on the Budgeting Dashboard Creating a reference view in Budgeting Accessing a line in the Budgeting Dashboard
Budget Configuration > Charts	Configuring charts on the Budgeting Dashboard
Budget Configuration > Full Time Equivalent	Configuring a Full Time Equivalent (FTE) in Budgeting
Budget Tree	Viewing budget datasets Viewing information in the Budget Tree screen Editing a budget line in the Budget Tree screen Editing allocations for a budget line Editing a cost structure for a budget line Adding an account to a budget line Changing a line type in the Budget Tree screen Recalculating the budget in the Budget Tree screen Refreshing the budget in the Budget Tree screen Saving the budget in Budget Tree screen Adding, editing, and viewing budget line notes in the Budget Tree screen
Budget Structure	Viewing data in the Budget Structure screen Working with budget lines in the Budget Structure screen (Adding, moving, cutting, copying, and pasting budget lines)
Adjust Hours and Rates	Adding an hours and rate adjustment Importing hours and rate adjustments Downloading the Adjustments Template Deleting an adjustment in the Adjust Hours and Rates screen Saving the budget in the Adjust Hours and Rates screen Recalculating the budget in the Adjust Hours and Rates screen Refreshing the budget in the Adjust Hours and Rates screen
KBI Projections	Viewing data on the KBI Projections screen Importing KBIs in the KBI Projections screen Viewing calculated KBIs in the KBI Projections screen Recalculating the budget in the KBI Projections screen Editing units and rates in the KBI Projections screen
Budget Utilities	Copying a dataset in Budget Utilities Exporting datasets in Budget Utilities Importing budget lines in Budget Utilities Clearing datasets in Budget Utilities Rebuilding cost structures in Budget Utilities