Investment Budget form

  • Release version: Xanadu
  • Updated October 28, 2024
  • 1 minute to read
  • Use the Investment Budget form to allocate budget for a demand for each fiscal period.

    Table 1. Investment Budget form details
    Field Description
    Amount Enter the budget amount.
    Fiscal period Select the fiscal period to allocate the budget.
    Investment Select the planning item to allocate this budget.

    The existing budget is selected by default.

    Expense type Select expense type from the list.
    • Select Capex to allocate your budget to capital expenses.
    • Select Opex to allocate your budget to operational expenses.