Although it may seem daunting, if you can use Windows Explorer, you will master PowerBudget quite easily.
The key tips provided below will help you perform most functions.
You can also download more Power Budget screens (PDF, 67KB).
Navigation tree (left screen)
Use this screen for filtering.
- Click on the relevant cost centres or accounts to filter what numbers you want displayed on the data browser.
- Right click in the navigation tree window and select 'remove all filter locks' or use 'find' function.
Data browser (right screen)
Use this screen to display numbers.
- Right click in data browser to display options.
- Select 'Zoom to' and select the category you wish to view numbers against (example above is 'sub account').
- In 'Customise Layout>Set OuterLayer', select category you want to group your “zoom to” selection by (example above is 'account category').
- In 'Columns>Add':
- select relevant column(s) you want displayed (for example, 'month actual')
- hold down right mouse button and drag onto data browner
- let go of mouse button when the column is where you want it displayed. “Month” and “YTD” column numbers driven by month selection on toolbar (drop down month field on toolbar).
If column is in wrong position, click on title of column, hold down right mouse button and drag across the screen. Simply select column and hit delete on the keyboard if you want to remove a column.
- Send to>Excel>As Is – Send information displayed in the data browser to excel.
Note: These functions are the same across all data sets (financials, payroll and leave). The data sets simply focus on different data and have different category and column selections (for example, FTE, leave hours etc).