Itemizations are a way to add detail and itemize an Account in your Operational Budget. An itemization creates a new row in the Worksheet under the parent account with the same Account ID that you selected.
- Adding itemizations will add two new columns: Quantity and Unit Cost.
- Itemizations can be displayed or excluded from both the Report Builder and the Digital Budget Books.
- Once itemizations have been created under an Account, that Account total must be controlled by the itemization values.
To add an itemization:
- Select the three dots (...) within the Parent Account line in the Worksheet.
- Select + Add Itemizations
- Name the Itemization and select if it is a One-Time Cost (happening only this fiscal year) or a Recurring Cost (continuing into future Fiscal Years).
Note: Recurring Costs will be carry forward with Operational Budgets in future fiscal years. One-Time Costs will only be available in this Fiscal Year's Budget.
Itemizations are also created automatically when you:
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