Add Income Details

The Income Details subsection of the Project Income section provides standard line item functionality to enter and then display income by budget period for reportable types of income.

 

Figure 335 Budget Document > Distribution & Income Page > Project Income Sect

To Add an Income line:

1.  Click the down-arrow to select a budget period from the list. Only budget periods defined in this budget version will appear on this list.

2.  Enter the reportable dollar amount in the Income field in numerals only.

3.  Enter a Description of the income in that field.

4.  Click the [add] button to save this line entry. Otherwise, click [reset] to clear all entries.

5.  Repeat for each budget period, or for each income type, as needed. All added values will appear in the numbered list below and in the Income Summary subsection.

Figure 336 Budget Document > Distribution & Income Page > Project Income Section > Income Details Subsection - Example

 

Table 139 Budget Document > Distribution & Income Page > Project Income Section > Income Details Subsection - Field Descriptions

Field

Description

Add:

Displays sequential line item number for each table row in ascending, top-to-bottom order.  Also serves as a line selection/addition row label.

Period

A list of periods defined for the current Budget Version

Income

Amount of income anticipated during the budget period

Description

Description of where the Project Income is coming from

Actions

  Project Income information will be added to the database

  Project Income will be deleted from the database