How Can We Help?

Search for answers or browse our knowledge base.

Documentation | Request Demo

< All Topics

Creating Budgets

To create one or more budgets that apply to a program / profile, access the setup menu, scroll down to Budgets. 

Next, Click the +Add Budget button to create a new budget.

In the create budget view, enter a Budget Name, Start and End Dates, select the applicable Fiscal Year and enter the Amount.  Click Save.

Tip:  The end date starts at 12:01.001 AM on the end date.

Scroll to Top