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True Sky How-to's

Detail Budgeting -Standard Templates

In our first post in the Detail Budgeting series, we noted that a common issue among budgeters was an inability, in traditional budgeting systems, to enter enough explanatory detail.  True Sky, Planning, Budgeting and Forecasting, provides a number of solutions to this issue.

This post will examine the Standard Data Entry Template which is used to generate an assignment for budgeters to enter data using the Excel interface.

    1. By using Standard Data Entry Template, Line Item Details are available for each individual line in the budget. In budget spreadsheet templates, there is an item in the Line Item Details section of the Excel ribbon.

      Budgeting Standard Templates


  1. By selecting a single account and choosing Open Line Item Details, a new window is opened where detail can be entered into the Excel spreadsheet.

Once saved, this detail data is available in all:

  • Reports
  • Assignments
  • Roll-ups
  • Consolidations

If someone wants to know where those numbers came from, the details are always there to be retrieved.

In our next post, we will look at Line Item Detail Template.


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