Budget Management
Manage budgets and requests
Review allocations, usage, and budget requests.
Before you begin
Select the relevant fiscal year and identify the budget you want to review before entering or reviewing requests.
Manage budgets and requests
Open Budget overview and choose the applicable fiscal-year context.
Select a budget to inspect its allocation and usage.
Create or review budget requests with the permissions assigned to your role.
Use Budget reports to compare usage and inspect the underlying budget records.
Key concepts & fields
| Concept | What to know |
|---|---|
| Fiscal year | The reporting context for budget figures. |
| Allocation | The amount assigned to the selected budget. |
| Usage | The recorded usage shown against that allocation. |
| Budget request | A request handled through the available budget workflow; inspect its status separately from budget totals. |
Troubleshooting
Figures differ between views
Match the fiscal year, budget, and other filters, then open the underlying records.
A request action is missing
Check the request's state and whether your role permits that action.