Customizing Budget Books – Examples

Administrators can customize the budget book in the following ways:

• Define the table of contents, including the hierarchy of chapters and sub-chapters

• Attach descriptive text, documents, pictures, and hyperlinks

• Insert tables

• Export the book to PDF or HTML format or save it as a snapshot in the repository

• Leverage predefined reports on:

  • Account Line Details – Version Comparison

  • Employment Levels

  • Gap Analysis on Major Expenses

  • Growth Table By Dimension

Administrators can customize the predefined reports to present data in the format that's appropriate for their environment.

Note:

If you change the predefined application's dimensions, you must update the reports in the budget book.