If I come in now as a budget holder, this looks a little bit different from our first example where I was just presented with a little budget sheet. You will see that I have really what we call a Quick List or a complete schedule. Then on the left hand side you will see more of an explorer type menu. I have data entry processes. I have processes that I do as a budget holder, and then I am given some budget reports that I can review.
When we talk about a simple budget process, you would think that all the information would be in a single template which is sent out. But in reality a lot of times sales will be entered by one person, and expenses are entered by another. So if I come into here I will go into sales. You see now I am just presented with some more information because maybe I have multiple locations and specific types of business.
Here we have a retail catalog and an Internet store, as an example. Again, you have free form entry. One thing you will notice over here is that we have approval level, so when somebody is done not only can they save their data, work on it resave, but when they are ready to submit it to an approval level, they can actually submit it. Then whoever is assigned to this budget holder or this template, they can approve it.
The other thing we can do at this level is we could have worksheets and scenarios. Let’s come down here to expenses as an example. If I come down to expenses, and I don’t want to enter just one summary line for advertising, but I want to actually break that down for myself because I want to know that what I am going to spend in magazine advertising versus trade shows, I can actually create a worksheet.