Create a Budget Bucket

In order to create a budget bucket, you must first navigate to the budget that will contain the bucket. Once you have selected the target budget, simply click on the ‘Create New Bucket’ button located in the top-left corner of the budget card. A dialog will appear prompting you to complete the following steps:

1. Enter the Bucket Name. This field is mandatory.
2. Enter a Limit for the bucket.
3. Enter a Description for the bucket.
4. Enter an External Ref for the bucket.
5. Enter a Comment for the bucket.
6. Enter Capitalisation Shares for the bucket. Capitalisation Shares (renewal/upgrade/new) must sum to 100%.

Once your have filled out the above fields, click ‘Save’ to create the bucket. The new bucket will now be visible against the budget.

Edit details of a Budget Bucket

In order to edit an existing budget bucket, simply navigate to the ‘Capital’ section of the application and locate the budget bucket you wish to modify. Once found, complete the following:

1. Select the bucket you wish to modify.
2. From the ‘Action’ menu (denoted with three dots) on the left-hand side of the budget card, click ‘Edit Active Bucket’.
3. Modify the desired fields in the dialog that appears.
4. Click ‘Save’ to apply the changes.

Delete a Budget Bucket

In order to delete a budget bucket, simply navigate to the ‘Capital’ section of the application and locate the budget bucket within the parent budget. Once found, complete the following:

1. Select the bucket you wish to delete.
2. Choose ‘Delete Budget Bucket’ from the ‘Actions’ menu (denoted with three dots).
3. confirmation dialog will appear, asking you to confirm the deletion of the bucket. Click ‘Delete’ to proceed with the deletion.

The budget will be removed from the list of budgets and will no longer be available in the system.

Bucket Default Filter

In order to set the default filter for a given Budget Bucket, navigate to the ‘Capital’ section of the application and locate the budget bucket within the parent budget. Once found, complete the following:

1. Select the budget you wish to rename.
2. On the right hand side of the bucket row, click on the ‘Manage’ button.
3. You will be navigated to the bucket’s default management page (view mode)
4. As the default filter pertains to the visibility of assets & components when assigning items to the bucket, the screen where you can set the default filter is located in the ‘Assign Items’ tab. At the top of the page, click on the ‘Assign Items’ tab.
5. You will then be taken to the ‘Assign Items’ page. On the left-hand side of the page, you will see the standard Metrix filter panel. At the top of this filter, you will see the standard Filter selection box.
6. From the Filter selection box, select the filter you wish to set as the default filter for this bucket.
   Info

   If no saved filters exist, you will need to save one first.

7. Once you have selected the filter, toggle the ‘Set as Default’ switch to set the active filter as the default filter for the bucket.