Settings

Available in Classic/VPC.

Set Budget Type

In the Set Budget Type menu, you can add budget types according to the budget policy of the company. You can also delete unused budget types.

The Set Budget Type page is laid out as follows.

Field	Description
① Add Type	Adds a new budget type. (See Add Budget Type))
② Budget type list	Displays the budget type list. The budget type list is reflected in the Set Budget Type pop-up in the Budget Standard menu.
③ Budget type name	Click to edit the budget type name.
④ Deleted;	Deletes a budget type. is deactivated for budget items used to set budget standards, and they can't be deleted.
⑤ Canceled	Deletes the modified details and refreshes to the screen before modification.
⑥ Click save.	Saves the modified content.

Add Budget Type

The following describes how to add a new budget type.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
2. Click the Settings > Set Budget Type menus, in that order.
3. Click the [Add Type] button.
4. Enter the budget type name in the added area, and click the [Save] button.
   • Click the delete icon to delete the budget type.
   • Budget types used to set budget standards can't be deleted.
   • You can drag and drop budget type names to reorder them.
5. Click the [OK] button in the pop-up window.

Set Budget Item

In the Set Budget Item menu, you can manage budget items. You can also set sub-items under a budget item to organize your budget into detailed subdivisions.

The Set Budget Item page is laid out as follows.

Field	Description
① Add	Adds a new budget item. (See Add Budget Item))
② Budget item list	Displays the budget item list.
③ Add Subfield	Click to add a sub-item of a budget item. Up to 4 levels can be added.
④ Edit	is displayed when hovering the mouse over a budget item, which you can click to edit the budget item name.
⑤ Deleted;	is displayed when hovering the mouse over a budget item, which you can click to delete the budget item. Budget items used to set budget standards can't be deleted.
⑥ Canceled	Deletes the modified details and refreshes to the screen before modification.
⑦ Click save.	Saves the modified content.

Add Budget Item

The following shows how to add a new budget item.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Budget] button.
2. Click the Settings > Set Budget Item menus, in that order.
3. Click the [Add] button.
4. Enter the budget item name in the added area, and click .
   • To add a budget sub-item, place the cursor over the budget item name, and then click the [Add Subfield] button.
     • Enter the budget sub-item name, and click .
   • To delete a budget item or a budget sub-item, place the cursor over the budget item, and then click .
   • When you delete a parent budget item, all sub-items of the budget item are deleted.
   • Budget items and budget sub-items used to set budget standards can't be deleted.
   • You can drag and drop budget item names to reorder them or move them between levels.
5. Click the [Save] button, and then click the [OK] button in the confirmation pop-up window.

Set Budget

In the Set Budget menu, you can set the settlement period classification and budget unit of budgets.

The Set Budget page is laid out as follows.