Budget type

Select the type of budget for which the approval rule should apply: Cost centre, Project, User, Credit card, Company, Cost type, Contract or Control structure.

Name

This option is displayed when you select a budget type. Select or enter the item to which the budget rule should apply. For example, select the budget type Project and then select a project from the Name selection list.

If you leave the Name field empty, the rule applies to all budgets of the corresponding type. For example, if you select the budget type Company and leave the Name field empty, the rule will be valid for the budgets of all companies.

Negative
daily/ weekly/ monthly/ annual/ total
budget

You must select at least one of these options so that the rule is applied to the selected budget type.

If you select more than one option, at least one of the selected budgets must be exceeded so that the approval procedure defined in the rule is applied.