In order to start using the Budget module in farmerswife, you need to first configure an account structure and go through some settings.
In the Server, go to Setup and then, to Financial tab.
Budget Settings in Server Setup > Financial tab
Add Budget Rates To Rate Card (Default)
Select the default option to be applied if rates are manually modified in the Active Budget. "Always" will add the new rates to the Project Rate Card without a warning; "Ask" will first ask for confirmation; and "Never" will not add the new rates to the Project Rate Card.
The setting can then be overridden per Project. See further details in the Adding Budget Rates To Rate Card article.
Add Budget Discounts To Actuals (Default)
Enable this option if discounts added to the Active Budget should also be applied to Actuals as they get attached to lines with a discount.
The setting can then be overridden per Project. See further details in the Adding Budget Discounts To Actuals article.
Budget Settings button
As you click on the Budget Settings button, you get access to configure the following:
See details in the Budget Custom Fields article.
Allow Adding Directly To Budget Categories
Disable this setting if your Budget Account structure consists of levels, i.e. first level is a Category, and second level is Accounts, and you want to only allow adding Budget Details to the Accounts.
E.g. Category "Post Production" has some Accounts within: "Offline", "Online", "CG". In this case you want to add lines below the corresponding Account, and never directly to the main Category. If this setting is enabled, Objects can be added directly to the category - a green plus will allow you to access the Object Browser.
Budget Operators By Default Added To Actuals
Enable this setting if you want to apply the same Budget Operators to your Actuals view and Invoice view.
The setting can then be overridden per Project. See further details in the Budget Operators article.
See further details in the Creating a Budget Structure article.
Auto Assignment Steps
See further details in the Auto Assignment Steps article.
Configure Default Objects (from 6.8)
A Budget Account often has a limited set of Objects that are added to it. For example, an Account for "Producers" might be relevant for people but not equipment. But when adding new Budget Details to those accounts, it would still list all possible Objects in the dialog.
Now you can limit the default suggestions, by going into Global Budget Settings and clicking on the "Objects" icon on each Account.
You can add "Default Objects" and "Default Object Classes" separately. So:
- If you only add the Object Class to "Default Objects" then you'll only be able to add the Class itself to the Account. Not its members.
- If you only add the Object Class to "Default Object Classes" then you'll only be able to add the Class' members to the Account. Not the Class itself.
- If you add the Object Class to both "Default Objects" and "Default Object Classes" then you'll only be able to add the Class itself and all its members to the Account.
When an Account has a limited set of Default Objects, you can still change the filter and select a different Object. You'll then be asked if you want to add the Object to the Default Objects for the Account.
Finally, in the Object Manager, exported CSV files now have a new column called "Budget Accounts" which contains a comma separated list of accounts where the Object is part of the Default Objects. The same column is supported on import, so you can edit the list of Accounts on each Object in the CSV file before importing.