Edit or reassign a budget

Any of the budget fields can be changed at any time

1. From the main menu select Meetings, Budgets
2. In the budgets list, find and select the budget row you wish to change – you may need to adjust the parameters so that all budgets are visible.
3. Click Open Budget on the Actions tab
4. Amend any of the Budget Definition or Budget Settings fields as required
5. Click in the Name field and overtype the budget name if necessary
6. Click the Save and Exit button to close the budget

Reassign a shared budget

Budgets that have been shared to a single employee can be reassigned to another employee if necessary – this is useful when one employee leaves and is replaced by another. The new employee must meet the Budget Definitions criteria, i.e. be part of the region, territory or team that the budget has been created for.

1. From the main menu select Meetings, Budgets
2. In the budgets list, find and select the budget row you wish to change – you may need to adjust the parameters so that all budgets are visible.
3. Click Open Budget on the Actions tab
4. Click in the Employee name field and select the new employee from the drop-down options.
5. Click the Save and Exit button to close the budget

Important: Region, territory or team budgets will automatically be available to any new employee in that area.