Access Budgets

From the left pane (navigation menu), select Financial Planning. The Budgeting & Forecasting is a separate sub-menu item with default view of Overview tab.

1. Click the Budgets tab. The following budgets details are displayed under the Budgets sub-tab.

Field	Description
Budget Name	The name of the budget. You can click to view the budget details and audit logs.
Description	Indicates the budget description.
Budget Health	Indicates the budget health status.
Amount	The allocated amount.
Alarm	The alarm created against the budget. Click the link to view the alarm details. If the alarm is not created, you have the option to Create Alarm. Click Create Alarm to create one.
Compare Against	The budget parameter that you want to compare against.
Frequency	Indicates the granularity of the budget.
Status	Indicate the status of the budget.
Updated At	The date and time stamp when the budget was updated.
Created By	Indicates the user who created the budget.
Expiry Date	The date and time stamp when the budget will expire.
Actions	If you are an administrator, you can perform the following actions: Edit: Click the edit icon to edit the budget. Delete: Click the delete icon to delete the budget.