You can manage your budgets by organizing them in a hierarchy for various years. The hierarchy is organized in a tree view, similar to the Microsoft Windows Explorer. This structure lets you easily organize and view your budgets and their amounts all at once. You can then display the budget amounts for a given year in the hierarchy and print a budget hierarchy report. (For more information, see “Budget Hierarchy Report” in the “Reports” chapter of the
Here is an example of a budget hierarchy using the Budget Hierarchy Management feature:
Figure 10-1: Budget Hierarchy Management
You create your hierarchy using these elements:
• | Groups. These are the categories you use to group and organize your budgets in the hierarchy. You can have as many levels as you need to create your hierarchy. |
• | Budgets. These are the actual budgets that have amounts attached to them. This is the lowest level of the budget hierarchy, and you cannot insert another level below this one. |
You must already have budgets created in order to create the budget hierarchy. (For more information on creating budgets, see Planning and Creating Budgets.)
You should create your budget hierarchy in a certain order. That way, you are creating your budget hierarchy level-by-level and have less chance of missing parts of your hierarchy. Here is an example of the order in which you may want to create your hierarchy elements, using the screen example on page Figure 10-1:
To order your budget hierarchy
1 | For each budget hierarchy your library has, insert the item for the top level. |
For example, enter “1999” or “2000” for the top level of your hierarchy.
2 | Insert a group or bunch of groups on the same level in your hierarchy and try to start inserting your budgets (including all the groups they may be under). |
For example, enter a “Books” group and a “Science” group. Then add the budgets under the “Science” group, such as a “Biomedical—Anatomy” budget, a “Biomedical—Clinical” budget, a “Biomedical—Health” budget, and so forth.
3 | Insert as many groups as you need and insert their budgets. |
For example, on the same level with the “Books” group, you may also have the “Serials” group, the “Audio/Visual” group, and so forth with their respective groups and budgets.
This section explains these tasks for budget hierarchy management:
• | Moving Around a Hierarchy |
• | Inserting a Hierarchy |
• | Inserting Hierarchy Groups |
• | Inserting Hierarchy Budgets |
• | Moving or Copying a Hierarchy, Group, or Budget |
• | Deleting a Hierarchy, Group, or Budget |
• | Showing Budget Values |
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