To design the planning of your project, select the Budget tab.
If you want to create an IATI organisation file (by setting the view mode to IATI organisation), you will see an additional Expenses window. This works entirely the same as the Budget window.
The Budget window allows you to identify budget headers that group individual budget items (or sub-headers). A budget can be set up as a single-page budget or as a multi-year budget. In the Budget window, the Details pane has a limited role. You can use it if you want to create a budget item that represents a percentage (ratio) of another item (or total).
A budget has:
You don't have to fill out all the cells for a budget item. You can:
Enter |
Total cost is |
Cost/unit only |
Cost/unit |
Quantity and a cost per unit |
Quantity x Cost per unit |
Duration and a cost per unit |
Duration x Cost per unit |
Duration, quantity and cost per unit |
Duration x Quantity x Cost per unit |
A special kind of budget item is the Ratio budget item. With a Ratio item, you can specify that one cost equals to a certain percentage (ratio) of another item or budget header. To create a ratio item:
A ratio item is practical if you have for instance administration costs that are a fixed percentage of the total working costs, or if you want to calculate an amount for contingencies as a percentage of other costs.
To select a single budget item, click on it with the left mouse button. To select more than one item, press the left mouse button and drag. The red selection rectangle will expand to include other cells, but you can only select cells within a single section.
To move items, press the right mouse button within your selection (red selection rectangle) and drag it to the place where you want to insert the items. A green indicator line will appear and show the current location. When you come close to the top or bottom border of the logframe, it will scroll up or down. Release the right mouse button to insert the items you selected.
Another way to move items is to use the Move Up and Move Down buttons in the Lay-out ribbon tab.
You can cut, copy and paste items in three different ways. First select the items you want to copy paste (see ‘Moving items around’).
Using the Lay-out toolbar, you can hide certain columns; view the Exchange rates pane; show or hide the Details pane; switch between simple/multi-year budgets and use one of the pre-defined budget templates.
The Lay-out toolbar has the following ribbon panels and buttons: