Project Notes Page for Employees

Use this page to document a Project Ledger account's budget. You can either enter a description and dollar amount for each item making up the ledger account's overall project budget or enter general notes regarding the account's budget without including dollar amounts.

To display the Notes page:

When using the Project Budget Process - Requested page's worksheet, point to a ledger account's row, and then click Notes.
When adding a new record in the Add Ledger Entry page or when updating an existing record in the Detail page, click Notes.
You can also display the Notes page from the Project Budget Process pages used for the Recommended, Approved, and Future levels. The Notes item displays in these pages after you generate a list of accounts.

To add notes to a ledger account's budget:

Display the Notes page. You can use this page in one of two ways:
- You can itemize separate items within the account's budget, including a description and amount. With this approach, you repeat Steps 2-3.
- You can enter text regarding the account's budget without including amounts by repeating Step 2 and skipping Step 3.
In the Notes field, enter notes. Character/55, each row
In the Amount field, enter a dollar-and-cents amount to correspond with your entry in the Text field. The system keeps a running total of the amounts in the Total Budget field.
Tab past the Amount field if you are only entering notes. If you enter notes but no amounts, zero (0.00) defaults will appear next to your note lines after you save and close the Notes page.
Repeat Steps 2-3 to add as many lines as needed.
Click OK.
In the Update Requested Base Total checkbox:
- Select the field to replace the account's Requested Base value with the total from the Total Budget field.
- Leave the checkbox blank if you do not want to change the expenditure account's Requested Base value.
  Important
  This field only applies to the Requested option. It is not available with the Recommended, Approved, and Future Years options. With these options, Steps 5-6 do not apply.
Click OK to save your entries.

Fields

Fields	Description
*Project*	Code identifying the low-level Project Ledger record that applies to this account. The title is defined in the Budget Preparation Profile. Display only.
Account	Code of the Account List record that is being used in combination with the project code to identify the account. Display only.
Notes	Descriptive text related to the amount entered in the next field or general notes on ledger account’s budget record. Character/55, each row Use this field as follows: If you are describing a specific amount, enter the description, and then press <Tab> to access the Amount field. If the text is not for a specific amount, enter notes, and then tab past the Amount field to advance to the next row in the Text column.
Amount	Amount for a specific item described in the associated Text field. Decimal/12,2 The system keeps a running total of the amounts in the Total Budget field. If you enter text that is not related to a specific amount, leave the Amount field blank. In this case, the field defaults to zero (0.00) after you save and close the Notes page.
Total Budget	Total of all values entered in the Amount column. Using the Update Requested Base Total field, you can have the system load this total into the ledger account’s Requested Base field when you save your notes.
Update Requested Base Total	Checkbox that enables you to load the Notes page’s Total Budget amount into the ledger account’s Requested Base field. Select the field to update the Requested Base. Leave the field blank if you do not want to update the Requested Base.
Note	This field only appears if you display the Notes page while using the Requested option. It is not available with the Recommended, Approved, and Future Years options.