Budgets Page: Active / Closed / Archived Tabs

The Budgets Page of the Finance Module is comprised of five tabs: Active, Closed, Archived, Reports, and Settings. The active tab you’re on is designated by the white coloration.

The “Add New Budget” button will show to the right of the budget header, regardless of which tab is open. WIKI LINK HOW TO: ADD A NEW BUDGET

All budgets are grouped as active, closed or archived, and are shown in budget tables on the different tabs. A budget is only visible to account users if they are listed as the account holder of the budget or if they are listed as an approver on the budget.

If an individual is not associated with a budget as the account holder or an approver, they cannot be given visibility.

An explanation of the budget table can be found under the Understanding Budgets and Budget Items of the User Manual. WIKI LINK UNDERSTANDING BUDGETS AND BUDGET ITEMS To open a budget (regardless of its status), you can click directly on the budget name or click the eyeball icon in the action column of the table.

The actions available in the budget table vary by tab.