Assigning items to budget groups

Items can be combined to form budget groups. For example, you can define a budget group for the HVAC system to include all pieces of equipment associated with the system. A thermostat could be one item within the HVAC budget group. Items can belong to multiple budget groups.

To assign items to budget groups:

  1. Select Operations > Budgets > Budget Groups.
  2. Select the budget group for which to assign an item, and then click the Items tab.
  3. Specify this information:
    Item
    Specify an item.
  4. Click Submit.