To allocate devolved budget figures to a planned maintenance contract

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For each planned maintenance contract, the periodic structure defined within the associated financial calendar is presented in grid form, with the rows reflecting the individual account codes (cost centres) linked to it. At each intersection, inline editing is supported at cell level, allowing the administrator to record the available budget value for the corresponding cost centre, split across the different periods that fall within the planned duration boundaries. To avoid excessive scrolling, the system is configured to maximise the visible area available to the grid, with additional period columns included on subsequent screens.


The procedure to allocate devolved budget figures to a planned maintenance contract is as follows:

  1. Prerequisite procedural steps are covered separately in the topic To create a new planned maintenance contract. Refer to these before proceeding to step 2.
  2. With the New Contract (Step 2) window in current focus, all budget figures are separated into specific columns that coincide with the operating periods defined for the planned maintenance contract.
  3. Click into any desired grid cell and adjust the figure to match the available cost centre budget 1. The Up and Down arrows are available to increment or decrement the value, as required.
  4. Advance to the next and subsequent cells throughout the periodic structure to reflect the devolved budget breakdown at cost centre level 2.
  5. Click on Next. The New Contract (Step 3) window is displayed, ready to define the operating boundaries for the planned maintenance contract. This requisite step is covered separately in the topic To define the operating parameters for a planned maintenance contract.


Note

1 Only those periods with date ranges aligned to the planned start and end dates of the contract are displayed.

2 Navigation between screens is achieved using the familiar 'First Record', 'Previous Record', 'Next Record' and 'Last Record' icon controls.


See related topics...

Planned maintenance contract management overview

To create a new planned maintenance contract

To define the operating parameters for a planned maintenance contract