Defining budget terms - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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HxGN EAM
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HxGN EAM Version
12.0.1

Budget terms consist of a calendar type defined by start and end dates. You can include a single budget term in multiple budgets.

To define budget terms:

  1. Select Operations > Budgets > Budget Terms.

  2. Click New Record.

  3. Specify this information:

    Organization - Specify the organization to which the budget term belongs if you use multi-organization security.

    Budget Term - Specify a name for the budget term, and then enter a budget term description in the adjacent field.

    Calendar Type - Specify the calendar type for the budget term. The system automatically populates Number of Periods.

    Start Date - Specify the start date for the budget term.

    End Date - Specify the end date for the budget term.

  4. Click Save Record.