Add a budget plan

You can add a budget plan to the Budget cockpit in Profit. In the budget plan you specify the employer, period table and the number of years for which the budget is created.

Depending on the budget term you specify when you add a budget plan, Profit generates a budget plan for one or more years.

Note:

To execute the budget process, the period table must contain all required periods.

To add a budget plan:

1. Go to: Start menu (F4) / HRM / Payroll / Budget cockpit.
2. Click on: New.
3. Enter the description.
4. Select the employer and the period table.

   After entering the employer and the period table, Profit determines the budget’s first year. This is the year after the last approved period of the selected employer and period table.

5. Select the last year of the budget.
6. Click on: Next.

   Profit displays the employments with an end date during the budget period.

7. Select the employments for which you want to delete the end date.
8. Click on: Finish.

   Profit generates a budget plan with one or more budget years.