Budget Window Settings

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Budget Window Settings

When using catch point screens to enter budget line items (or forecast line items), those screens will only allow adds or edits during defined, open windows.  Windows are created via the IT Budget Windows menu option, available as a fly-out menu off the IT Budget left menu option (under Asset Management).  You must have sufficient access to manage budget windows.  

The following settings are available:

Setting

Definition

Budget Type

Usually "Budget" or "Forecast".  This allows separate windows to be open for budgeting and/or forecasting.

Fiscal Year

The fiscal year to which the window applies.

Window start

Start date when window opens

Window end

Stop date when window closes (close is enforced the day after this date)

Notifications (section)

This section allows setting up automated notifications leading up to a window's opening and then again leading up to its closing.  Separate (or the same) workflows can be defined to handle the notifications.