Create New Budgets

1. Navigate to the Program Setup > Budgets area.

2. Select the Create budget button followed by the Single budget option.

3. In the Create Budget screen, provide the following details:

   1. Specify the budget's name and description.

   2. Optional - Provide an Account number.

      Note: This can be any unique ID to use for Accounts Payable integration and reporting. Learn more.

   

4. Click Next to continue.

5. In the Add Source to Budget screen, assign a funding source to your budget by selecting it from the Funding Source dropdown and entering the total amount available in the appropriate field.

   

6. Click Save to save your budget.

Once saved, your budget will open in the Budget Detail view and added to the Open Budgets tab on the Program Setup > Budgets page. From here, you can edit the budget's details or add additional funding sources.

Note: The amounts shown in the Total Allocated and Total Remaining fields on the Budget Detail page reflect the cash amount you assigned to the budget from its funding sources.