Budget Revenue Header Data

The header data appears at the top of the module window. This data remains at the top of the screen as users navigate through the module's tabs.

Field Name

Field Definition

Project Rec #*

This field is automatically populated by the system with a database-generated number. Enter a number by using one of the following three methods:

  • Type an existing value into this field,
  • Use F9 to view a pick list, or
  • Click on the field caption button to select a value.

Project ID

This is automatically populated when the Project Rec # is selected

Name

This is automatically populated when the Project Rec # is selected

Fiscal Year

Specify the fiscal year.

Budget Version

This user-defined field allows users to specify a budget version.

Fund Source

Choose the fund source from the drop down list.

Prior Year Budget

This allows users to differentiate between old revenue sources, and current ones. Mark this field on a revenue record after the year it was given has passed. This is used on the project's General tab to help calculate the Prior Year Funding field.

* Required field - This is required and must form a unique combination with the Revenue Amount and As of Date