Spotlight – Budgeting (GL + Optional Field)

Quick Tips & Spotlights
Budgeting, Reporting & BI

Sage 300 budgeting at the GL & Transactional Optional Field (e.g. Project Budgeting) level using Info-Explorer and Optional Tables. This is the 2nd of 3 budgeting scenario spotlights.

00:00 Introduction
02:07 Scenario Overview (Project Budgeting)
02:53 Using Excel to create new Project Budgets
04:00 Using Optional Tables and its Excel Add-in
07:36 Updating the budget with Info-Explorer
13:40 Saving the budget with Info-Explorer Writeback
14:03 Scenario Review