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Opis dotyczy systemu HansaWorld Enterprise wersja 5.1  

Operations Menu - Create Project Budget

Use this function to create a Project Budget record from the Order. It will be an exact copy of the Order, reducing typing load and reducing the risk of error. This is especially useful where you have used a Quotation to plan precisely the Items (especially Stocked Items) that are to be supplied to complete a Project, and where special pricing has been agreed for those Items.

The new Project Budget will be opened in a window entitled 'Project Budget: New'. This means that it has not yet been saved. Once you have checked that it is correct and, if necessary, made any amendments, save it by clicking the [Save] button in the Button Bar and close it using the close box. Alternatively, if you no longer require the Project Budget, click [Cancel]. In either case, you will be returned to the Order window.

If the function does not create a Project Budget record when expected, the probable causes are:

1. A Project Budget record for the Project already exists.
   

2. The Order has been marked as Closed.
   

3. The Project field on the ''Del. Terms' card of the Order is empty.
   

4. The Order has not been saved.

The Project Budget does not have the Hidden Line feature. If you have added a Hidden Line to the Order (using the 'Add Hidden Line' function), it will not be transferred to the Project Budget. Lines below the Hidden Line in the Order will be transferred to the Budget.

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