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          Article Summary

          Available in Classic and VPC

          In the Report menu, you can view the status of budget planning by business place, project, and budget item and can view the status of budget allocation by affiliated department, project, and budget item. In addition, you can check the usage status of budget by business place and month.

          Budget Planning Status by Business Place

          In the Budget Planning Status by Business Place menu, you can view the planned budget by business place and download it as an Excel file.

          The Budget Planning Status by Business Place page is laid out as follows.

          workplace-budget_report_unit

          AreaDescription
          ① Search windowThe budget planning status can be searched with the following conditions: business place, affiliated department, budget item, service type, budget status, and budget usage period
        • You can view only business places with permissions and unspecified business places
          • ② DownloadDownload the budget status by business place as an Excel file (See Download Budget Planning Status by Business Place)
          ③ List of budget plans by business placeCheck the list of planned budgets by business place
        • Only planned budgets for business places with permissions and unspecified business places can be viewed
        • Click the affiliated department to view information of departments or employees
        • In case of a budget sub-item, it displays all names of parent budget items
          • ④ Total amountIt displays the total amount for the searched budgets by business place

          Download Budget Planning Status by Business Place

          The following describes how to download the budget planning status by business place as an Excel file.

          1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
          2. Click the Report > Budget Planning Status by Business Place menus, in that order.
          3. If necessary, enter budget conditions to be searched in the Search window, and click the [Search] button.
            • You can view the list of budgets that match the entered conditions.
          4. Click the [Download] button.
            • The budget list is downloaded as an Excel file.
          Note
          • The downloaded file is saved as "ReportPlaceBudget.xlsx" in the Download folder.

          Budget Planning Status by Project

          In the Budget Planning Status by Project menu, you can view the planned budget by project. You can also download the budget planning status by project as an Excel file.

          This menu is displayed if the company has set to use project codes. (Set in Admin > Manage Common Code)

          workplace-budget_project_unit

          AreaDescription
          ① Search windowThe budget planning status can be searched with the following conditions: project code, budget item, budget usage period, and service type
          ② DownloadDownload the budget planning status by project as an Excel file (See Download Budget Planning Status by Project)
          ③ Budget planning list by projectView the budget planning status by project in a list
        • Click the project code to view information of the project code
        • In case of a budget sub-item, it displays all names of parent budget items
          • ④ Total amountIt displays the total amount for the searched budgets

          Download Budget Planning Status by Project

          The following describes how to download the budget planning status by project as an Excel file.

          1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
          2. Click the Report > Budget Planning Status by Project menus, in that order.
          3. If necessary, enter budget conditions to be searched in the Search window, and click the [Search] button.
            • You can view the list of budgets that match the entered conditions.
          4. Click the [Download] button.
            • The budget list is downloaded as an Excel file.
          Note
          • The downloaded file is saved as "ReportProjectBudget.xlsx" in the Download folder.

          Budget Planning Status by Budget Item

          In the Budget Planning Status by Budget Item menu, you can view the planned budget by budget item. You can also download the budget planning status by budget item as an Excel file.

          The Budget Planning Status by Budget Item page is laid out as follows.

          workplace-budget_project_item

          AreaDescription
          ① Search windowThe budget planning status can be searched with the following conditions: budget item, budget, affiliated department, service type, budget status, and usage period
          ② DownloadDownload the budget status by budget item as an Excel file (See Download Budget Planning Status by Budget Item)
          ③ List of budget plans by budget itemCheck budgets by budget item of business places with permissions in a list
        • Click the affiliated department to view information of departments or employees
        • In case of a budget sub-item, it displays all names of parent budget items
          • ④ Total amountIt displays the total amount of the searched budgets

          Download Budget Planning Status by Budget Item

          The following describes how to download the budget planning status by budget item as an Excel file.

          1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
          2. Click the Report > Budget Planning Status by Budget Item menus, in that order.
          3. If necessary, enter budget conditions to be searched in the Search window, and click the [Search] button.
            • You can view the list of budgets that match the entered conditions.
          4. Click the [Download] button.
            • The budget list is downloaded as an Excel file.
          Note
          • The downloaded file is saved as "ReportItemBudget.xlsx" in the Download folder.

          Budget Allocation Status by Affiliated Department

          In the Budget Allocation Status by Affiliated Department menu, you can view the allocation status of budgets by affiliated department. You can also download the budget allocation status by affiliated department as an Excel file.

          On this page, only budgets with allocated amount are searched (including budgets whose allocated amount is 0).

          The Budget Allocation Status by Affiliated Department page is laid out as follows.

          workplace-budget_dept_item

          AreaDescription
          ① Search windowThe budget allocation status can be searched with the following conditions: affiliated department, budget item, service type, budget status, and usage period
          ② DownloadDownload the budget allocation status by affiliated department as an Excel file (See Download Budget Allocation Status by Affiliated Department)
          ③ Budget allocation list by affiliated departmentCheck the budget allocation status by affiliated department in a list
        • Click the affiliated department to view information of departments or employees
        • In case of a budget sub-item, it displays all names of parent budget items
        • It displays the monthly allocated amount for the budget usage period entered in the search condition
          • ④ Total amountIt displays the total amount of monthly allocated amounts

          Download Budget Allocation Status by Affiliated Department

          The following describes how to download the budget allocation status by affiliated department as an Excel file.

          1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
          2. Click the Report > Budget Allocation Status by Affiliated Department menus, in that order.
          3. If necessary, enter budget conditions to be searched in the Search window, and click the [Search] button.
            • You can view the list of budgets that match the entered conditions.
          4. Click the [Download] button.
            • The budget list is downloaded as an Excel file.
          Note
          • The downloaded file is saved as "ReportOwnerDeptDistribution.xlsx" in the Download folder.

          Budget Allocation Status by Project

          In the Budget Allocation Status by Project menu, you can view the allocation status of budgets by project. You can also download the budget allocation status by project as an Excel file.

          This menu is displayed if the company has set to use projects. (Set in Admin > Manage Common Code)

          The Budget Allocation Status by Project page is laid out as follows.

          workplace-budget_report_project2

          AreaDescription
          ① Search windowThe budget planning status can be searched with the following conditions: budget item, budget, affiliated department, service type, budget status, and usage period
          ② DownloadDownload the budget allocation status by project as an Excel file (See Download Budget Allocation Status by Project)
          ③ List of budget allocations by projectCheck the budget allocation status by project in a list
        • In case of a budget sub-item, it displays all names of parent budget items
        • Click the affiliated department to view information of departments or employees
        • It displays the monthly allocated amount for the budget usage period entered in the search condition
          • ④ Total amountIt displays the total amount of monthly allocated amounts

          Download Budget Allocation Status by Project

          The following describes how to download the budget allocation status by project as an Excel file.

          1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
          2. Click the Report > Budget Allocation Status by Project menus, in that order.
          3. If necessary, enter budget conditions to be searched in the Search window, and click the [Search] button.
            • You can view the list of budgets that match the entered conditions.
          4. Click the [Download] button.
            • The budget list is downloaded as an Excel file.
          Note
          • The downloaded file is saved as "ReportProjectDistribution.xlsx" in the Download folder.

          Budget Allocation Status by Budget Item

          In the Budget Allocation Status by Budget Item menu, you can view the allocation status of budgets by budget item. You can also download the budget allocation status by budget item as an Excel file.

          On this page, only budgets to which allocated amount is entered are searched (including budgets whose allocated amount is 0).

          The Budget Allocation Status by Budget Item page is laid out as follows.

          workplace-budget_report_item2

          AreaDescription
          ① Search windowThe budget allocation status can be searched with the following conditions: budget item, budget, affiliated department, service type, budget status, and budget usage period
          ② DownloadDownload the budget allocation status by budget item as an Excel file (See Download Budget Allocation Status by Budget Item)
          ③ List of budget allocations by budget itemCheck the budget allocation status by budget item in a list
        • In case of a budget sub-item, it displays all names of parent budget items
        • Click the affiliated department to view information of departments or employees
        • It displays the monthly allocated amount for the budget usage period entered in the search condition
          • ④ Total amountIt displays the total amount of monthly allocated amounts

          Download Budget Allocation Status by Budget Item

          The following describes how to download the budget allocation status by budget item as an Excel file.

          1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
          2. Click the Report > Budget Allocation Status by Budget Item menus, in that order.
          3. If necessary, enter budget conditions to be searched in the Search window, and click the [Search] button.
            • You can view the list of budgets that match the entered conditions.
          4. Click the [Download] button.
            • The budget list is downloaded as an Excel file.
          Note
          • The downloaded file is saved as "ReportItemDistribution.xlsx" in the Download folder.

          Budget Usage Status by Business Place

          In the Budget Usage Status by Business Place menu, you can view the available budget, usage amount, and balance by business place. You can also download the budget usage status by business place as an Excel file.

          The Budget Usage Status by Business Place page is laid out as follows.

          workplace-budget_report_unit_use

          AreaDescription
          ① Search windowIt can be searched with the following conditions: business place (including unspecified), budget, affiliated department, service type/item, budget status, and budget usage period
          ② DownloadDownload the budget usage status by business place as an Excel file (See Download Budget Usage Status by Business Place)
          ③ List of budget usages by business placeCheck the available budget, usage amount, and balance of the budget of business places with permissions (including unspecified business places) in a list
        • Click the affiliated department to view information of departments or employees
          • ④ Total amountIt displays the total amount of usage amounts of the searched budget

          Download Budget Usage Status by Business Place

          The following describes how to download the budget usage status by business place as an Excel file.

          1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
          2. Click the Report > Budget Usage Status by Business Place menus, in that order.
          3. If necessary, enter budget conditions to be searched in the Search window, and click the [Search] button.
            • You can view the list of budgets that match the entered conditions.
          4. Click the [Download] button.
            • The budget list is downloaded as an Excel file.
          Note
          • The downloaded file is saved as "ReportPlaceUse.xlsx" in the Download folder.

          Monthly Budget Usage Status

          In the Monthly Budget Usage Status menu, you can view the available budget, usage amount, and balance by business place. You can also download the monthly budget usage status as an Excel file.

          The Monthly Budget Usage Status page is laid out as follows.

          workplace-budget_report_month_use

          AreaDescription
          ① Search windowIt can be searched with the following conditions: business places with permissions (including unspecified), budget, affiliated department, service type/item, budget status, and budget usage period
          ② DownloadDownload the monthly budget usage status as an Excel file (See Download Monthly Budget Usage Status)
          ③ List of monthly budget usageCheck the monthly available budget, usage amount, and balance status within the budget usage period in a list
        • Click the affiliated department to view information of departments or employees
          • ④ Total amountIt displays the total amount of usage amounts of the searched budget

          Download Monthly Budget Usage Status

          The following describes how to download the monthly budget usage status as an Excel file.

          1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
          2. Click the Report > Monthly Budget Usage Status menus, in that order.
          3. If necessary, enter budget conditions to be searched in the Search window, and click the [Search] button.
            • You can view the list of budgets that match the entered conditions.
          4. Click the [Download] button.
            • The budget list is downloaded as an Excel file.
          Note
          • The downloaded file is saved as "ReportMonthUse.xlsx" in the Download folder.

          Budget Usage Status by Project

          In the Budget Usage Status by Project menu, you can view the available budget, usage amount, and balance by project. You can also download the budget usage status by project as an Excel file.

          The Budget Usage Status by Project page is laid out as follows.
          workplace-budget_report_project4

          AreaDescription
          ① Search windowIt can be searched with the following conditions: project, budget, affiliated department, service type/item, budget status, and budget usage period
          ② DownloadDownload the budget usage status by project as an Excel file (See Download Budget Usage Status by Project)
          ③ List of budget usages by projectCheck the available budget, usage amount, and balance of budgets by project in a list
        • Click the project name, code, or code name field to view the project details
        • Click the affiliated department to view information of departments or employees
          • ④ Total amountIt displays the total amount of usage amounts of the searched budget

          Download Budget Usage Status by Project

          The following describes how to download the budget usage status by project as an Excel file.

          1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
          2. Click the Report > Budget Usage Status by Project menus, in that order.
          3. If necessary, enter budget conditions to be searched in the Search window, and click the [Search] button.
            • You can view the list of budgets that match the entered conditions.
          4. Click the [Download] button.
            • The budget list is downloaded as an Excel file.
          Note
          • The downloaded file is saved as "ReportProjectUse.xlsx" in the Download folder.
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