Budget Category Type

 

The Budget Category Type maintenance document enables you to establish and edit types of budget categories and specify the sequential order in which they are sorted when made available for reference/selection in proposal & budget development.  Budget Category Types appear as sections on the Budget e-doc, Non-Personnel tab.

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Existing Value Modification Caution:  It is recommended that you not delete existing values, and modify them only if the new description is synonymous with the original name.  Existing values can be edited as long as the description is synonymous with the original term. New values can be added. You should not delete existing values.

Document Layout

Figure 766 Budget Category Type Maintenance Document Example

Edit Budget Category Types Section

The Edit Budget Category Types section of the Budget Category Type maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

Table 440 Budget Category Type Maintenance Document - Edit Budget Category Types Section Field Descriptions

Field

Description

Budget Category Type

Required.  Enter up to 3 alphanumeric characters to specify the code that represents this unique type of budget category and serves as an abbreviated form of its full name or description.

Description

Required.  Enter text to uniquely identify a type of budget category by name.  Whether a single word or several sentences, this text is used to describe the purpose and meaning of the budget category type.  This description will appear as the Section Name of the category on the Budget Non-Personnel tab. Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.

Sort Id

Enter up to 2 numbers to assign a unique number by which this budget category type may be easily and logically ordered amongst others.  The Sort ID informs the order of the Budget Category Types on the Budget Non-Personnel page.

Examples

Figure 767 Budget Category Type Maintenance Document Example Values

Common Features

This maintenance document includes the following features that are common to most KC maintenance documents:

Table 441 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component

Cross-Reference Links To Usage Instructions

Document Header

link.png  For more information, see “Header Area” on page 99 in E-Doc Fundamentals.

Document Overview Section

link.png  For more information, see “Document Overview” on page 103 in Common E-Doc Tabbed Sections.

Notes and Attachments Section

link.png  For more information, see “Notes and Attachments” on page 104 in Common E-Doc Tabbed Sections.

Ad Hoc Recipients Section

link.png  For more information, see “Ad Hoc Recipients” on page 106 in Common E-Doc Tabbed Sections.

Route Log Section

link.png  For more information, see “Route Log” on page 107 in Common E-Doc Tabbed Sections.

Action Buttons

link.png  For more information, see  “Action Buttons” on page 81 in Selection, Entry and Action Tools.

Process

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For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” on page 129 in the Overview section.