Budget forecast

The Budget forecast provides forecasts of expenditure by route and budget code, either on an annual summary basis or as a monthly breakdown.

  1. Select the Utilities area.
  2. Select the Budget forecast page.
  3. Select from the following options:
    • Allocate budgets
      1. Select the financial year for which you want to allocate a budget.
      2. Select a budget code using the checkboxes. The Budget code and Amount fields are displayed.
      3. Enter details as required.
      4. Repeat for all codes that you want to allocate a budget for.
    • Generate budget forecasts
      1. Select the financial year for which you want to allocate a budget.
      2. Highlight the budget codes you want to generate a forecast for.
      3. Select as a summary of the whole year or including monthly breakdowns from the drop-down menu at the right of the screen.
      4. Click the Generate forecast for selected codes button to generate a forecast report including income and contract revisions.