Creating a New Drawdown Against a Budget Line Item

The final step in configuring a budget is to create a Drawdown against a Budget Line Item.

A Drawdown represents a budget request that must go through the required approval process before the requested amount can be released or paid. Drawdowns are designed to support repeatable requests against a specific Budget Line Item.

Creating a Drawdown

To create a new Drawdown:

1. Open the required Budget Line Item from the Budget Summary screen.

2. Click the New Drawdown button available on the right-hand side.

3. The New Drawdown screen will be displayed.

Enter the required Drawdown details.

Field Name	Type	Description	Action
Net Disbursed this Period	Currency	The requested amount	No action
Month	Selection	The month associated with this Drawdown	No action
Budget Line Capital Expenditure	Read only		No action
Ref	Read only	The reference associated with the Drawdown. In this case 01-01 refers to the first drawdown of the first month	No action
Remaining Balance	Read only	The remaining balance on the Budget Line	Calculated field
Budget IT MIS	Read only	The remaining balance on the Budget	Calculated field

Saving the Drawdown

After entering the required Drawdown information:

1. Click Save.

2. The user will be redirected back to the Budget Line Item screen.

3. A summary of all Drawdowns associated with the selected Budget Line Item will be displayed.

The created Drawdown will now be available for further tracking and approval processing based on the configured budget workflow