1. Creating cost centres
Navigate from Management to budget component.
At the top, on the menu bar, click on Management.
Next, click on Cost centres under the heading budget component.
You can add the cost centres of your organization or edit an already existing cost centre. You can see the code, description and or if they are active or not for every cost centre. On the right side are columns to edit or remove cost centres. You cannot delete a cost centre when it is already being used in studies, then the delete button is grey. When editing a cost centre check the Active box off when you no longer want to use the cost centre. At the bottom left you can find the button to add a new cost centre.
Settings per cost centres
Click on Add cost centre, the screen below will appear. Here you fill in the code you want to link to the cost centre followed by the description. You also check if the cost centre is active and available to select or not. Click on Save and new to save the cost centre and create a new one. Click on Save and close to save the cost centre and close the pop-up or click on Close to cancel.
2. Creating units
Navigate from management to budget component.
At the top, on the menu bar, click on Management. Next, click on Units under the heading Budget component.
Here you can create different units you use in a budget. You can see the description and if it is active or not of every unit. On the right side are columns to edit or delete the units. You cannot delete a unit when it is already being used in studies, in this case the delete button is grey. When editing a unit check the box Active off when you no longer want to use the unit. On the bottom left there is a button to add a new cost centre.
Click on Add unit. The screen below appears. Here you fill in the description you want to link to the unit. You also check if the unit is active and available to select or not. Click on Save and new to save the unit and make a new one. Click on Save and close to save unit and close the pop-up or click on close to cancel.
3. Creating components
Navigate from Management to Budget component.
At the top, on the menu bar, click on Management. Next, click on Components under the heading Budget component.
Here you can create different components such as standard budget lines that you use in a budget. You can see the description, linked cost centre, linked unit, price per unit and whether the component is active or not. On the right side there are columns to edit or delete units. You cannot delete a component when it is already being used in studies, then the delete button is grey. When editing the component check the box active off when you no longer want to use the component. On the bottom left there is a button to add a new component.
Click on Add component. The screen below appears. Here you fill in the description you want to link to the component. Select the corresponding cost centres and type of unit. Fill in the price per unit. You also check if the component is active and available to select or not. Click on Save and new to save the component and make a new one. Click on Save and close to save the component and close the pop-up or click on close to cancel.
4. Adding budget components to the study template
Navigate from Management to Template.
At the top, click on Management, in the menu bar. Next, click on Template under the heading Study Management Template.
Now you find yourself on the page with the study template. On the left you see the navigation structure with the tabs, paragraphs, and components. If desired make a tab and paragraph or select an existing tab and paragraph, in which you want to place the budget component.
Click on Add component and select the component Budget.
Setting up the budget component
Per budget component you can set whether it needs to be used as income (+/+) or expenses (-/-). You can also choose per budget component which component/budget rules can be selected. For example, you can build the budget tab out of multiple paragraphs, such as general study costs, costs per department, etc.
Open the relevant budget component and go to the tab Specific properties.
Now you see two columns with the previously made components/budget rules. The components you want active for this budget component, are moved to the column Active components with help of the arrows. Components that are under All components are not active for this component.
When you are ready with moving the components, you click on Save to save, on Save and close to save and close the pop-up immediately or on Close to cancel.
You can find more information about setting up the basis properties, conditions or rights on the support page.