Budget Tab

The Budgets tab is the access point for all budgets. It allows you to view collaborators and the currency of your investment plans. Users can perform specific tasks around import, POs, actuals and budget transfers. Administrators can reach administrative functions like creating columns or settings for the whole system.

Note

The following screenshot show the Budget tab for a user with administrator permissions. Note that you may have access to fewer features on the Budget tab because your role has fewer permissions. Contact the owner of the system if you have any questions.

Click on the numbers in the screenshot below to learn more about the subsections.