All Funds Budgeting

One-Time Costs

One time costs can now be flagged at both the account and itemization level. Anything that’s considered a one-time cost will automatically move to an archived cost type as part of the carry forward budget creation process for the next fiscal year. 

This can take place within the actions menu for a targeted update, or within the bulk actions menu for a more broad sweep.

Additional considerations:

• When an account is marked as a one-time cost, all of its itemizations will be marked as one-time as well 
• If one of the itemizations out of that list is then set back to a recurring cost, the account will also be changed to a recurring cost, while the other itemizations will remain a one-time cost

There are now two types of cost available: one-time and recurring. All accounts and itemizations within the Worksheet tab are recurring by default, but this can be changed. A new column called "Cost Type" has been added to the General Information section of the column drawer to help filter and find specific types of costs. This column is off by default.

A new series of icons is also available to help better denote when a specific action has been applied to a given row within the Worksheet tab. These icons are described at the bottom of the Worksheet within a new legend. This maps to the Additional Info section when there are comments, notes, and/or attachments associated with a given account or itemization.
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Funding packages can include one-time costs, similar to the Worksheet tab. Only individual itemizations within an account can be tagged as a one-time cost, not the entire account. The account itself is mainly used to reference where the itemization will be located in the budget.

The Reports tab will be updated to include this new “Cost Type” column in a future release.