Adding Budgets

Summary

Sums.org allows users to create unlimited budgets, against which bids and funding can be allocated. This page explains how budgets can be created and edited.

Creating a new budget

Once logged into your account, simply click on "Setup" and then select "Budgets". You will then be shown a page detailing all your current budgets. 

To add a new budget, simply click on the "Add" button. You will then be asked to provide the following details:

• Name [Freetext]: The name you wish to give the new budget. This is how you will identify the budget whilst using the system, so it should be something that you and others can recognise. 
• Total Budget [Sum]: This is simply the total funding available within the budget.
• Active [Yes/No]: Inactive budgets remain visible to you, but new bids and agreements can't be created against them.
• Public Dashboard [Yes/No]: Can be used to completely disable the ability to share a budget publicly. 
• Comments [Freetext]: Option comments can be added to a budget, for your own internal reference.

Editing a budget

Once created, a budget can be later edited without restriction. To edit a budget, simply click on the "Edit" icon that is displayed next to the relevant entry. Budgets are edited in the same manner they are created, with the same options available.

Deleting a budget

A budget can be deleted simply by clicking on the "Delete" icon that is displayed next to the relevant entry. A warning will be displayed, confirming that you do wish to delete the budget. 

Bids and agreements that have been allocated to the budget will not be deleted by this process. Instead they will become 'orphaned'. Simply put, these bids and agreements will remain visible when browsing your data, but they will not be filterable by budget. If edited, they will also request that they be allocated to a new budget. 

If you require the complete deletion of a budget, along with all linked data, please raise a support ticket. 

Archiving a budget

In most cases you will not want to delete budgets, but to archive them instead. Archiving budgets removes them and all related data from standard views, but retains everything in your vault - should you require it in the future. Budgets placed in your vault can still be browsed, but can no longer be edited.

To archive a budget, simply click on "Bids and Agreements" and then select "My Vault". On the resulting page you can either add existing budgets to your vault, or move a budget out of your vault back into general use. 

• To add a budget to your vault, click on the "Add budget to vault" button, and then select the required budget.
• To remove a budget from your vault, click on the "Remove budget from vault" button, and then select the required budget.

Note: After removing a budget from your vault, its status will be changed to inactive. This means that whilst visible, new bids and agreements cannot be added to it. To change a budget back to active, follow the "Editing a Budget" instructions above.