Overview
When you open a project for the first time, you will begin in the Budgeting module. (1) Note that before you have activated a PRO credit for you project you will only see the tabs for Budgeting and Financing. Cashflow and Cost Control are only available after upgrading to a PRO credit.
The list on the top left (2) shows all budgets for your active project. In this case the only one existing is "1st budget". There can be more than one budget per project in APMS.
In the categories field (3) all categories in the selected budget are listed. The "Summary" category is always there. Other categories are shown according to your budget.
Click in a category to show its content in the edit area (4). Since the Summary is currently selected, the edit area shows a summary of all categories and the edit area for Additional Charges.
Manage budgets
To add, delete or duplicate a budget, use the symbols above (1).
General settings like currencies, fringes, taxes, etc. can be set up in Settings (2). Please note that these settings apply to the selected budget only (and its linked financing plans, cash flows and cost reports), not to all budgets within the current project. This allows you to budget different scenarios.
Understanding the budget concept
In APMS, budgets consist of
Categories (1),
... Groups (2),
... Accounts (3),
... and Sub-Accounts (4)
Categories are auto-numbered and cannot be changed in order, but added and deleted. It can be renamed in the navigation area by double-click.
A group has to be within a category and is auto-numbered, beginning with the number of the category.
An account has to be within a group. Account numbers can be changed according to your budgeting or accounting needs.
Sub-accounts always belong to an account. Subaccounts do not have numbers.
The toolbar offers several options to navigate and manage your budget scheme.
