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Extend the Budget Module

To create a new budget or extend an existing one, navigate to:

Case Extensions → Budgeting

Then click Add New.

Basic Information​

Enter the following information:

Name​

The name of the budget.

Description​

An optional description of the budget.

Year​

The financial year for which the budget is being created.

Selecting Import Sets​

Select the actual financial years that should be used as the basis for calculating the budget.

You can select one or multiple years, for example:

  • All

  • 2025

  • 2024

The selected years are used to calculate an average starting point for the budget.

Distribution and Rounding​

Pattern Set​

Choose how the budget should be distributed across the months or accounting periods.

Available options include:

  • Equal distribution across periods

  • Pattern Year 2024

  • Other available Pattern Sets

Rounding​

Optionally select a rounding level for the calculated amounts:

  • None (1,234)

  • Tens (1,230)

  • Hundreds (1,200)

  • Thousands (1,000)

  • Ten Thousands (10,000)

Growth Percentages​

The entered percentages are applied to the calculated averages for each account category.

A value of 0% means that no growth is applied.

Growth percentages can be entered for the following categories:

  • Revenue

  • Other Income

  • Personnel Costs

  • Operating Expenses

  • Depreciation

  • Interest

  • Other Expenses

Dimensions​

Select the dimensions for which amounts should be maintained separately.

Available dimensions:

  • Cost Center

  • Product Group

  • Product

  • Project

Save and Calculate the Budget​

After entering all required information, click Save and Calculate.

The budget is calculated automatically and opened in the budget screen.

Budget Screen​

After the calculation is complete, the Budget Screen is displayed.

In this screen, you can:

  • View the calculated amounts.

  • Manually adjust budget amounts.

  • Modify the monthly distribution.

  • Analyze revenue, expenses, and results.

  • Define a gross margin.

  • Apply a different distribution pattern.

  • Save the budget.

  • Export the budget as an Import Set.

Based on the selected actual financial years, growth percentages, and distribution settings, Factview automatically generates a draft budget that can be reviewed and adjusted further.