Creating a New Budget
You can create budgets on the Budgets page by clicking New Budget.
To create a new budget
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1.
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Click Cloud > Budgets to show the budgets list for your tenant. |
The New Budget slideout opens where you can specify a name for your budget, set its date range, choose between amortized and unamortized, determine how budget data will be grouped, and enter budget data.
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3.
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In the Budget Name box, enter a name for the budget. |
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4.
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Select the start and end dates: |
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Start - Month/Year sets the beginning for your date range. |
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End - Month/Year sets the ending for your date range. |
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Choose a Cost Amortization setting by clicking Amortized or Unamortized. |
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7.
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Choose up to three dimensions to use for budget data grouping: |
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a.
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To view dimensions you can group data by, click the following icon: |
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b.
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Select the checkboxes next to the dimensions that you want to use. The following dimensions are supported: |
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8.
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Click Next. The Confirm Configuration page opens. |
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9.
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Review your settings for the new budget, and click Confirm. |
Confirm these settings to lock in the date range and data grouping settings and to start entering budget data.
Important:After you confirm the budget date range and data grouping settings, these dates and dimensions cannot be changed.
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10.
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Enter budget data for each data grouping dimension for each month in the date range. |
Note:Any budget data field that is blank will be treated as $0.00. Any rows that are blank will be treated as unbudgeted.
After the new budget is created, it appears in the budget list on the Budgets page.