How to Edit General Expenditure Budget in PLANix

General Expenditure Editing is done in two Matrices namely:

1. Edit General Expenditure Matrix: That's where to edit Textual Information and Units. 

2. Adjust General Expenditure Costs Matrix: That's where to edit Cost of Items in both in; Fixed Amounts or Percentages.


1. Open General Budgeting Module

2. Open Budget Preparation Folder  >> General Expenditure Budgeting >> Edit General Expenditure (to edit text or Units) or Adjust Tariffs (to edit Costs)

3. To edit, use Data Filter Selectors on top to select your desired data parameters. Once you select these parameters, the system will populate the existing budgeted data.

4. The first Greyed Row(s) shows the Original Data and it's followed by editable Row(s) that you can effect changes. Make changes in your desired Cell(s).

NOTE: Concentrate on cell(s) you want to effect changes only. You don't have to change the entire row(s) unless if applicable.

5. Click Apply Button once you done editing

6. Remember to Push Data after you are done your entire editing.

N.B: Clear Data button will clear data in cells once clicked

SUPPORTING LINKS: Click the link(s) below for related article(s):

How to Budget for Tariff Income, External Funding and General Expenditure in PLANix

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