Budgets: Basic

Presented by Mark Amberman [8 minutes]

An overview of the Budget Manager. Explains differences between master and non-master budgets, how to use budget versions, forecasts, and how to create a budget.

»The tech videos in this library apply to EnergyCAP Enterprise and Express only. There is a separate video library for EnergyCAP Professional.

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  1. Location of Budget manager
  2. Explain differences between master and non-master budgets
  3. Explain the concept of budget versions
  4. Explain forecasts
  5. Budget Creation
    1. What each option means
    2. How budgets are created