Print

Creates a PDF document that displays the budget structure with all its budget lines and properties.

Edit

Switches to the edit mode. Note: not all properties can be changed once the budget structure has been published. The reason is: postings may already exist that are based on these settings.

Deleting

If a budget structure was created by mistake, you can still delete it as long as it has the status New.

Archive

Once a budget structure has been released, it can no longer be deleted. If you no longer need the budget structure, for example because it contains errors, you can archive it. It is then no longer available in WINPACCS Accounting, WINPACCS Cashbook and Project controlling.

Archiving a budget structure has no impact on postings that have already been uploaded in a closing to WINPACCS Cloud. For assigned postings that have not yet been uploaded, WINPACCS Accounting prompts the user to adjust the postings. Only then can the next closing be performed.

Reactivate

Reactivates the archived budget structure. It is again available for postings.

Release

Releases all the changes to the budget structure and changes its status to Released. If you reactivate a budget structure, you must also release it afterwards.

Reset

Undoes all changes that have not yet been released.

Save

Saves the changes. To apply the changes, you must release the budget structure. To transfer the changes to WINPACCS Accounting and WINPACCS Cashbook, you also need to publish the project.

Save and release

Saves the changes and releases the budget structure.

Cancel

Switches to the display mode without saving changes.