Budget
Budget combines structured planning sheets with actual values and period comparisons for production control.
Create a budget sheet
- Open a production, select Budget and create a sheet with a clear name.
- Choose a status: draft, active, published, locked or archived.
- Add tags and optionally apply an approved budget template.
- Build the account plan with income and expense sections.
- Review totals, then publish or lock the sheet according to your approval process.
Build the account plan
Use groups and line types to make the budget readable. Available structures include account items, group headings, subtotals and text rows. A financial line can include quantity, unit, unit price, budget total, actual value, period, approval state and notes.
| Value | Purpose |
|---|---|
| Budget | The planned amount calculated from quantity and unit price or entered directly. |
| Actual | The realized or reported amount used for comparison. |
| Result | The calculated relationship between total income and total expense. |
| Period | The date or reporting period used in controlling views. |
| Approval | An operational review state for the line or amount. |
Use Controlling
Switch the sheet to Controlling and choose a standard period or custom date range. Compare budget and actual values, investigate variances and use notes to preserve the operational explanation.
Templates, call sheets and export
Create templates from stable account structures and apply them to new sheets. Link relevant call sheets where production planning context is needed. Use CSV export for analysis or transfer into your approved financial workflow.