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Creating a Budget (formerly Budget Group)

Eptura Knowledge Center

Creating a Budget (formerly Budget Group)


There are two main budget types that can be created:

Operating:  Operating budgets are used for most general maintenance costs and expense transactions (For example: Work Order expenses, Asset costs, etc).

Purchasing:  Purchasing budgets are designed for Purchase Orders and Inventory adjustments.  This shows how much is being spent to acquire the parts and hold on to them.  

You can establish an unlimited number of budget accounts, but they all must fall into one of these two budget types.


Creating a Budget
Click on the Budgets + button in the top left corner of the screen to create a new budget.
Select the appropriate budget type, then name and describe the budget being created.  Click the Create button to save. 
The new budget folder will appear up in the top left corner of the screen.

The Budget will act as the "folder" for all of the Budget Accounts you create and assign to various assets and track expenses on work orders.

 NOTE:  Every single account listed under that budget, MUST share the same budget properties.  For example, if you establish an Operating budget, all the accounts placed under that budget will only be available for modules that use Operating budget accounts (Assets, Work Orders, etc). AddBudget.gif

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