Finance · Budget Management
Bring budgets, requests, and spend into view.
Budget records, funding requests, reports, and settings give finance a dedicated planning workspace.
Budget overview and individual budget records
Budget requests and review workflows
Usage and allocation reporting
Fiscal-year and budget configuration
Current capabilities
What you can do in Budget Management
Budget records, funding requests, reports, and settings give finance a dedicated planning workspace.
- Budget overview and individual budget records
- Budget requests and review workflows
- Usage and allocation reporting
- Fiscal-year and budget configuration
How the workflow fits together
- 01Open Budget overview and choose the applicable fiscal-year context.
- 02Select a budget to inspect its allocation and usage.
- 03Create or review budget requests with the permissions assigned to your role.
- 04Use Budget reports to compare usage and inspect the underlying budget records.
Next
Where this connects.
See Budget Management on your own work.
We'll run a live project of yours through it rather than showing a demo tenant.
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