Budgets

Budgets are the second level in the budgeting hierarchy for incentives. Use budgets to set limits for incentive programs and their associated rules.

Each budget must be associated with a corporate cap. If your corporate cap is unlimited, you can also set the budget amount to unlimited.

Budgets are required to set up incentive programs. You can use the same budget for a collection of incentive programs. If you archive a budget, all programs within the budget are also ineligible.

Note: You can edit a budget at any time, even after a program or rule is live.

To create or manage budgets, navigate to CSRconnect Admin Portal, Community setup, Incentives, Budgets. Your role must include the Can Manage Budgets and Caps permission.

Create a Budget

1. Select New Budget.

2. Enter a Budget Name.

3. Select the corporate cap.

4. Enter an Amount. If the corporate cap is unlimited, you can select No Limit.

5. Select Save.