{"title":"Budget","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/","link":"/onestopreporting/budgeting/budget/","description":"Create and edit budget templates. Save budget data for further reporting. Distribute budget tasks directly or through the use of workflow.","content":"\u003ch2 id=\"budgeting\" class=\"group\"\u003eBudgeting\u003ca class=\"prose-heading-self-link\" href=\"#budgeting\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eThe \u003cstrong\u003eBudgeting\u003c/strong\u003e module allows you to design the budget model exactly as you want it, and enter budget data live online.\u003c/p\u003e\n\u003cp\u003eThe budget data can be saved to your accounting system or be saved to the OneStop Reporting budget table and will be available in OneStop Reporting report templates.\u003c/p\u003e\n\u003cp\u003eTo make data entry smooth and efficient, the \u003cstrong\u003eBudgeting\u003c/strong\u003e module features spreading (distribution rules), unit-/percent-based calculations, historical data, and line item details. You can also assign the budgeting to one or more users using the \u003cstrong\u003eAssign\u003c/strong\u003e function. For larger organisations, with multiple people involved in the budgeting process, it is advised to use the \u003cstrong\u003eWorkflow\u003c/strong\u003e module.\u003c/p\u003e\n\u003cp\u003eThere are essentially three ways to create a budget:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eUse the budget templates from OneStop Reporting. (see \u003ca href=\"/onestopreporting/budgeting/budget/get-budget-template/\"\u003eGet budget templates\u003c/a\u003e)\u003c/li\u003e\n\u003cli\u003eBuild a budget template from scratch (see \u003ca href=\"/onestopreporting/budgeting/budget/create-budget/\"\u003eCreate new budget template\u003c/a\u003e and \u003ca href=\"/onestopreporting/budgeting/budget/create-budget-template-in-report-designer/\"\u003eCreate budget template in Report Designer\u003c/a\u003e)\u003c/li\u003e\n\u003cli\u003eUse an existing report and convert to a budget template (see \u003ca href=\"/onestopreporting/budgeting/budget/create-budget-template-in-report-designer/\"\u003eCreate budget template in Report Designer\u003c/a\u003e)\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"options-in-the-budgeting-screen\" class=\"group\"\u003eOptions in the Budgeting screen\u003ca class=\"prose-heading-self-link\" href=\"#options-in-the-budgeting-screen\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-1-1.png\"\u003e | Layout | Click one of these buttons to change the layout of the budget template view.\u003c/p\u003e\n\u003cp\u003eUnder the button with three dots \u003cstrong\u003e\u0026hellip;\u003c/strong\u003e \u003cimg src=\"/onestopreporting/budgeting/budget/img/budsjett.png\" alt=\"Actions Button\"\u003e\u003c/p\u003e\n\u003cp\u003eAnd the \u003cstrong\u003eThree dots \u0026hellip;\u003c/strong\u003e on budget templates (only visible in thumbnail view) \u003cimg src=\"/onestopreporting/budgeting/budget/img/budgetdots.png\" alt=\"Budget Dots\"\u003e\u003c/p\u003e\n\u003cp\u003eYou will find these options\u003c/p\u003e\n\u003ctable\u003e\n  \u003cthead\u003e\n      \u003ctr\u003e\n          \u003cth\u003e\u003cstrong\u003eButton\u003c/strong\u003e\u003c/th\u003e\n          \u003cth\u003e\u003cstrong\u003eName\u003c/strong\u003e\u003c/th\u003e\n          \u003cth\u003e\u003cstrong\u003eDescription\u003c/strong\u003e\u003c/th\u003e\n      \u003c/tr\u003e\n  \u003c/thead\u003e\n  \u003ctbody\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-2-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eOpen\u003c/td\u003e\n          \u003ctd\u003eClick here to open and view the selected budget template.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-3-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eEdit\u003c/td\u003e\n          \u003ctd\u003eClick here to \u003ca href=\"/onestopreporting/budgeting/budget/edit-budget/\"\u003eedit\u003c/a\u003e the selected budget template.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-4-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eDelete\u003c/td\u003e\n          \u003ctd\u003eClick here to delete the selected budget template(s).\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-5-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eDuplicate\u003c/td\u003e\n          \u003ctd\u003eClick here to create a copy of the selected budget template. See \u003ca href=\"/onestopreporting/budgeting/budget/duplicate-budget/\"\u003eDuplicate budget template\u003c/a\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-6-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003ePublish\u003c/td\u003e\n          \u003ctd\u003eClick here to publish the budget template. This option is only available if the budget template is a draft ( \u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-7-1.png\"\u003e ). See \u003ca href=\"/onestopreporting/budgeting/budget/publish-budget/\"\u003ePublish budget template\u003c/a\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-8-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eCategorize\u003c/td\u003e\n          \u003ctd\u003eClick this button to categorize the selected budget templates. See \u003ca href=\"/onestopreporting/budgeting/budget/manage-categories-in-budgeting/\"\u003eManage categories for Budgeting\u003c/a\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-9-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eAssign\u003c/td\u003e\n          \u003ctd\u003eClick here to assign the budget template to one or more users. See \u003ca href=\"/onestopreporting/budgeting/budget/assign-budget/\"\u003eAssign budget template\u003c/a\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-10-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eAssignments\u003c/td\u003e\n          \u003ctd\u003eClick here to view assignments for the selected budget template.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-11-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eDownload\u003c/td\u003e\n          \u003ctd\u003eClick here to download the budget template (for example as a backup or to edit it offline).\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-12-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eUpload\u003c/td\u003e\n          \u003ctd\u003eClick here to upload a budget template to the portal.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-13-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eNew\u003c/td\u003e\n          \u003ctd\u003eClick here to create a new budget template. See \u003ca href=\"/onestopreporting/budgeting/budget/create-budget/\"\u003eCreate new budget template\u003c/a\u003e.\u003c/td\u003e\n      \u003c/tr\u003e\n      \u003ctr\u003e\n          \u003ctd\u003e\u003cimg src=\"/onestopreporting/budgeting/budget/img/en/word-image-1348-14-1.png\"\u003e\u003c/td\u003e\n          \u003ctd\u003eGet templates\u003c/td\u003e\n          \u003ctd\u003eClick here to install templates from the library. See \u003ca href=\"/onestopreporting/budgeting/budget/get-budget-template/\"\u003eGet budget templates\u003c/a\u003e for more information.\u003c/td\u003e\n      \u003c/tr\u003e\n  \u003c/tbody\u003e\n\u003c/table\u003e\n","children":[{"title":"Create new budget template","description":"Create a new template, choose company and name, then open Designer.","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/create-budget/","link":"/onestopreporting/budgeting/budget/create-budget/"},{"title":"Create budget template in Report Designer","description":"Define storage rules and reference data to ensure correct budget storage.","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/create-budget-template-in-report-designer/","link":"/onestopreporting/budgeting/budget/create-budget-template-in-report-designer/"},{"title":"Get budget templates","description":"Install ready-made templates to ensure access to updated budgeting tools.","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/get-budget-template/","link":"/onestopreporting/budgeting/budget/get-budget-template/"},{"title":"Edit budget template","description":"Open the template in Designer for editing.","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/edit-budget/","link":"/onestopreporting/budgeting/budget/edit-budget/"},{"title":"Open budget template","description":"Open the template, set parameters, and click Run to generate a budget","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/report/","link":"/onestopreporting/budgeting/budget/report/"},{"title":"Assign budget template","description":"Assign templates to give users specific budget tasks with fixed parameters.","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/assign-budget/","link":"/onestopreporting/budgeting/budget/assign-budget/"},{"title":"Duplicate budget template","description":"Duplicate existing templates to save time and ensure consistency.","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/duplicate-budget/","link":"/onestopreporting/budgeting/budget/duplicate-budget/"},{"title":"Publish budget template","description":"Publish drafts via the menu to make the budget template official to other users","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/publish-budget/","link":"/onestopreporting/budgeting/budget/publish-budget/"},{"title":"Manage categories in Budgeting","description":"Share categories with users or roles for collective access to budget templates","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/manage-categories-in-budgeting/","link":"/onestopreporting/budgeting/budget/manage-categories-in-budgeting/"},{"title":"Search and Filter","description":"Search and filter in report and budget templates.","url":"https://docs.vismasoftware.no/onestopreporting/budgeting/budget/search-filter/","link":"/onestopreporting/budgeting/budget/search-filter/"}]}