Changes between Version 3 and Version 4 of UserGuidelines/Project/AddBudgetAndProduceFundingReport


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Timestamp:
12/20/12 11:14:48 (9 years ago)
Author:
royalprince
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  • UserGuidelines/Project/AddBudgetAndProduceFundingReport

    v3 v4  
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    21== Add Budget And Produce Funding Report ==
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    98The first step would be to log in. Log In into Sahana Eden system and then click on ‘Projects’ in the top navigation menu.
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    11 Now you would need to click on ‘Open’ on the project of your choice. Its the project to which you want to add the annual budget. Once you have clicked on Open, click on Annual Budgets tab. You would see a form to fill the details. You might have to click on ‘New Annual Budget’ Button if there are already some entries. In the form, fill the year, amount and select the currency. All three fields are necessary. Once done, click on Save and you would receive a confirmation message saying ‘New Annual Budget Created’.
     10Now you would need to click on ‘Open’ on the project of your choice. Its the project to which you want to add the annual budget. Once you have clicked on Open, click on Annual Budgets tab. You would see a form to fill the details. See Troubleshooting section if you don't see the tab. In the form, fill the year, amount and select the currency. All three fields are necessary. Once done, click on Save and you would receive a confirmation message saying ‘New Annual Budget Created’.
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    1312To produce a funding report, click on ‘Funding’ in the Reports section in Left side menu. Here you should be able to produce the reports. Click ‘Show’ in Report Options to edit the options. Select your choices and click Submit. You can see the charts and graphs by clicking on the icons above the pivot table.
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    1514=== Screenshots ===
     15Open a Project and click 'Annual Budget'
     16[[http://eden.sahanafoundation.org/attachment/wiki/UserGuidelines/Project/AddBudgetAndProduceFundingReport/20.png | Full Image]]
     17[[Image(http://www.makeathumbnail.com/thumbnails/image136388.png)]]
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     19Click Funding Reports in Left side to see Reports.
     20[[http://eden.sahanafoundation.org/attachment/wiki/UserGuidelines/Project/AddBudgetAndProduceFundingReport/26.png | Full Image]]
     21[[Image(http://www.makeathumbnail.com/thumbnails/image136389.png)]]
    1622
    1723=== TroubleShooting ===