Departments Tab

The Departments tab contains a grid that shows a list of all the Departments that are included in the budget for this fiscal year. The records in this grid come from the Department module.

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.

• Right-click in the grid to add a record
• Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
• Double-click on an existing record to open it

How To Add a Department

1. Right-click in the grid and select Add Record.
2. The Planning Department module will open to a new record.

   Note: One Department can be added to the Fiscal Year multiple times. This helps to track the budgets for different Divisions, Sub-divisions, Areas, and Sub-areas within the Department.

3. Select a Department. This is required.

   Note: The Fiscal Year is also required but is automatically filled out when added a record this way.

4. Fill out other fields as desired.
5. Save and close the record.

More information about Planning Department records