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Budget Items

Overview​

Budget Items lets you view and work with the line items inside a budget in the Budget Estimator module. You use it to review budget item details and manage items across CapEx, OpEx, and Service Revenue.

How to access​

  1. In the Compass sidebar, click Budget Estimator.
  2. Open a budget (View Budget Details).
  3. Click the Budget Items tab.

Key features​

  • View budget items within a budget using the Budget Items tab.
  • Add a budget item using Add Item.
  • Create budget items by type using the modals Create CapEx Budget Item, Create OpEx Budget Item, and Create Service Revenue Budget Item.
  • Delete a budget item using Delete Budget Item.
  • View budget item documents using Budget Item Documents and View Documents (in the Documents tab).
  • View budget item files using Budget Item Files.
  • Add an actual entry for a budget item using Actual.
  • Review budget totals and comparisons, including Budgeted vs Actual and Variance.

Field descriptions​

Budget item fields (CapEx Budget Items)​

These fields appear in the Cap Ex Budget Items table:

  • Photo
  • Name
  • Description
  • Category
  • Subcategory
  • Quantity
  • Quantity Unit
  • PAR Level
  • Multiplier
  • Unit Cost
  • Total (Net)
  • Total (Gross)
  • Actual Cost
  • Taxable
  • Tax
  • Sales Tax %
  • Payable To
  • Requires Procurement
  • Notes
  • Related Budget

Budget item fields (OpEx Budget Items)​

These fields appear in the Op Ex Budget Items table:

  • Name
  • Description
  • Quantity
  • Quantity Unit
  • Category
  • Subcategory
  • Payable To
  • Notes
  • Term (months)
  • Cost per Cost Period
  • Total (Net)
  • Total (Gross)
  • Actual cost
  • Initial cost
  • Related Budget

Budget item fields (Service Revenue Budget Items)​

These fields appear in the Service Revenue Budget Items table:

  • Name
  • Description
  • Category
  • Subcategory
  • Quantity
  • Quantity Unit
  • Unit Cost
  • Total (Net)
  • Total (Gross)
  • Actual Cost
  • Payable To
  • Notes
  • Related Budget

Budget item documents fields​

These fields appear in the Budget Documents table:

  • Actions
  • Title
  • File
  • Description
  • Date Created
  • Uploaded By