About Budget Code Attributes (Beta)
Table of Contents
Overview
Key Features
Key features include:
- Configure Attributes in the Budget Code Attributes Tab
- Create Custom Attributes
- Add Granular Details with Attribute Items
- Assign Attribute Items to Select Budget Codes
- Set Up Quick Filters for the Budget Tool
- Set Up Attribute Grouping for the Budget Tool
- Apply Attribute Filtering and Grouping in the Budget Tool
Configure Attributes in the Budget Code Attributes Tab
If you want to enable Budget Code Attributes at the Company level, users with 'Admin' level permission on the Company Admin tool can find this feature under Project Settings, by clicking Work Breakdown Structure. Next, click the Budget Code Attributes tab.
Note
Your team might choose to enable Budget Code Attributes only on specific projects. If this is the case, a user with 'Admin' level permissions on the Project Admin tool can find this tab in the Project Admin tool by clicking Work Breakdown Structure under Project Settings.Example
This shows the Budget Code Attributes tab in the Admin tool's Work Breakdown Structure under Project Settings.
Create Custom Attributes
Empower your team to analyse project budgets with greater precision. In the Budget Code Attributes tab, click Create Attributes. Then enter up to three attribute names in the window and click Create. These names become available as filter and group options within the Budget tool.
Example
This shows you the Create Attribute window.
Add Granular Detail with Attribute Items
Once attributes are created, add an unlimited number of items to each. This allows for specific filtering and grouping of your budget data. Highlight the attribute to add items to it. You can change the Attribute Name, enter text in the Attribute Item box to add an unlimited number of items, and click the delete icon to remove an item. You can also import a spreadsheet to add long lists of items for each attribute.
Example
This shows the Attribute Items window.
Assign Attribute Items to Select Budget Codes
In the Edit Values panel, easily select the relevant items from the dropdown lists for each attribute, ensuring accurate categorization of budget codes when working with project budgets. You can also click the budget code checkboxes and click the Assign Attributes button to Edit Values for budget codes in bulk.
Example
This shows the Budget Code Usage tab, where you can select items from drop-down lists for each attribute.
This shows the Edit Values panel. To use it to assign attribute items to budget codes in bulk, mark the budget code checkboxes and click Assign Attributes. Next, change the Status, and select an item from each attribute's drop-down list. Then click Apply.
Set Up Quick Filters for the Budget Tool
Streamline budget analysis by pre-defining filters within the Work Breakdown Structure. Click the Filters button to open the Filters panel. Then apply them to selected budget codes.
Example
This shows you the Filters panel in the Budget Code Usage tab, where you can set up quick filters for the Budget tool.
Set Up Attribute Grouping for the Budget Tool
Once configured, project teams can leverage the created attribute groups to organise and view budget data effectively. Users can create groups with multiple items and grab the handles to move groups into the desired order. If you make a mistake, you can click Reset to clear the selections and start over.
Example
This shows the Budget Code Usage tab, where you can set up groups for Status and attribute items.
Apply Attribute Filtering and Grouping in the Budget Tool
Similarly, team members can apply the created attribute filters to narrow down and analyse specific segments of their project budgets. Choose the options from the Group and Filter drop-down menus in the project's budget.
Tip
Want to include this information in a report? When you export a project's budget, any applied attribute filters or groups are included in the export file, ensuring comprehensive reporting.Example
This shows you the Group and Filter menus in the Budget tool.
