Managing budget schemes
Budget schemes can be used for printing the budget in another structure than it was created. This in coproductions when you need to use a different layout for the budget.
Budget schemes have to be set up manually.
You can manage budget schemes from the tab (2) at Settings (1).
On the left side you see the structure of your budget at APMS. (3)
On the right you can add, delete and edit your budget schemes. (4) Click "+" to create one.
Adding a bugdet scheme
Type in a name for your new budget scheme (1).
Choose if you want to build a budget scheme from scratch or if you want to start with the APMS structure (2) and autonumbering (3).
Click Ok. (4)
Example
For example, we want to create a very simple structure and start from scratch.
Example
Start building your budget scheme by adding categories (1), groups (2) and accounts (3).
Example
When you have created the structure you need, match accounts per drag'n'drop.
Simply click and hold an account on the left side and move it onto another account on the right side.
(Note: This process cannot be automated because APMS uses flexible budget structures that can be changed by the user.)
Example: Matching accounts
If the accounts are matched, the account numbers will show up.
Example: Matching multiple accounts
You can also match more than one account on one budget scheme account.
Example
The small red "!" means that there are unmatched accounts within a group. Beware that costs might not show up if matching is incomplete.
Click on the "Edit Additional Charges" bar (1) to match the additional charges in the same way as described above.
Click Ok when you are ready.
Printing with another budget scheme
The budget schemes you have created are then available for printing.
