Departments Tab

The Departments tab lists all of 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 Departments grid appears below. Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) indicates whether data appear in ascending or descending order.

• Right-click in the grid to add a record.
• Right-click on an existing record for 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 opens and displays a new record.

   Note: One department can be added to the fiscal year multiple times in order to track the budgets for different divisions, subdivisions, areas, and subareas within the department.

3. Select a Department (required).

   Note: The fiscal year is also required, however, the system automatically completes this field when a record is added this way.

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

More information about Planning Department records