Budget Standard

Available in Classic and VPC

In the Budget Standard menu, you can define the budget standards according to the budget policy of the company. You can view and select budget standards (usage) that have already been defined upon budget planning. You can also view the change history of budget standards.

Manage Budget Standard

The management page of budget standards is laid out as follows.

Add Budget Standard

The following describes how to add a new budget standard.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
2. Click the Budget Standard menu.
3. Click the [Manage] tab.
4. Click the [Add Budget Standard] button.
5. Select the usage status.
6. Select the budget type.
   • You can add budget types after setting them by clicking the [Set Budget Type] button. See Set Budget Type.
   • Budget types can also be set in the Settings > Set Budget Type menu, and set budget types are synced.
7. Select the budget item.
   • You can add budget items after setting them by clicking the [Set Budget Item] button. See Set Budget Item.
   • Budget items can also be set in the Settings > Set Budget Item menu, and set budget items are synced.
8. Select the service type to map.
   • Expense is displayed if you're using the Expense service, Expenditure is displayed if you're using the Expenditure service, and Accounting is displayed if you're using the Accounting service. If you're not using any of the Expense, Spending, and Accounting services, the Service Type field is not displayed.
9. Select the service item to map.
   • Depending on the service type selected in Step 8, expense items set from the Expense service are displayed if you've selected Expense, and expenditure items set from the Expenditure service are displayed if you've selected Expenditure.
   • If you select the Accounting service, the service item selection is deactivated and the selected account title is displayed automatically.
10. Select the account title.
    • If is displayed only if you're using the Accounting service.
    • If you've selected Accounting from Service Type, select the account title you want to map.
    • If you've selected the Expense or Expenditure service from Service Type, the accounting account title mapped to the selected expense item or expenditure item is displayed automatically. Check the account title. For information related to mapping account titles to expense items or expenditure items, see Manage Expense Item and Manage Expenditure Item.
11. If you want to map additional service items of the same service type to the that budget standard, click the icon in the Add column and repeat Steps 9 and 10. Skip this process if you're not adding any.
    • To delete mapped service items, click the icon in the Delete column.
12. Click the [Save] button, and then click the [OK] button in the confirmation pop-up window.

Copy Budget Standard

You can copy a budget standard that has been created and use it to add a new budget standard.

The following describes how to copy a budget standard.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
2. Click the Budget Standard menu.
3. Click the [Manage] tab.
4. Select the budget standard you want to copy from the budget standard list.
5. Click the [Copy] button.
   • A new row is added with items copied.
6. See Add Budget Standard and edit necessary items.
7. Click the [Save] button.
   • A new budget standard is created.

Edit Budget Standard

You can edit budget standards.

The following describes how to edit a budget standard.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
2. Click the Budget Standard menu.
3. Click the [Manage] tab.
4. See Add Budget Standard and edit required items of the budget standard you want to edit.
5. Click the [Save] button.
   • The budget standard is edited.

Upload Budget Standard

The following describes how to bulk upload the list of budget standards with an Excel file.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
2. Click the Budget Standard menu.
3. Click the [Upload] button.
4. Click the [Download Sample File] button to download the sample file and fill it out.
5. Click the [Attach File] button to upload the filled-in file.
6. Click the [Save] button.

Download Budget Standard List

The following describes how to download the list of budget standards as an Excel file.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
2. Click the Budget Standard menu.
3. If necessary, enter the budget standard conditions to be searched in the Search window, and then click the [Search] button.
   • You can view the list of budget standards that match the entered condition.
4. Click the [Download] button.
   • The list of budget standards is downloaded as an Excel file.

Set Budget Type

You can set the budget by classifying the budget into large units based on the budget policy of the company.

The following describes how to set a budget type.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
2. Click the Manage Budget > Budget Standard menus, in that order.
3. Click the [Manage] tab.
4. Click the [Add Budget Type] button.
5. Configure the content in the Set Budget Type pop-up window, and then click the [Save] button.
   • Click the [Add Type] button.
   • Enter the type name in the added row.
   • The budget type is added.
   • Click the delete icon of the budget type to delete an unused budget type.
     • The delete icon of a budget type used in budget standards is deactivated and can't be deleted.
   • To edit the budget type name, enter the budget type name you want to edit to.

Set Budget Item

The following describes how to set a budget item.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
2. Click the Budget Standard menu.
3. Click the [Manage] tab.
4. Click the [Add Budget Item] button.
5. Configure the content in the Set Budget Item pop-up window, and then click the [Save] button.
   • Click the [Add] button.
   • Enter the budget item name in the added row, and then click the check icon.
   • To add a budget sub-item to the created budget item, place the cursor over the budget item name, and then click the [Add Subfield] button.
     • Enter the budget sub-item name, and then click the check icon.
     • You can set up to 4 levels, including the top level.
   • To edit a budget item or a budget sub-item, place the cursor over the budget item name, and then click the edit icon.
     • Enter the budget item name you want to edit to.
   • To delete an unused budget item or budget sub-item, place the cursor over the budget item name, and then click the delete icon.
     • When you delete a budget item with sub-items, all sub-items are also deleted.
     • Budget items mapped to budget standards can't be deleted.

Change History

You can view the change history of budget standards.

The Change History page is laid out as follows.

View Budget Standard Change History

The following describes how to view the budget standard change history.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
2. Click the Budget Standard menu.
3. Click the [Change History] tab.
4. If necessary, enter the budget standard conditions to be searched in the Search window, and then click the [Search] button.
   • You can view the budget standard change history that matches the entered condition.

Download Budget Standard Change History

The following describes how to download the list of budget standard change history as an Excel file.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
2. Click the Budget Standard menu.
3. Click the [Change History] tab.
4. If necessary, enter the budget standard change history conditions to be searched in the Search window, and then click the [Search] button.
   • You can view the budget standard change history list that matches the entered condition.
5. Click the [Download] button.
   • The list of budget standard change history is downloaded as an Excel file.