Budgets are used to account for meeting costs and payments. Who creates budgets depends on the system configuration, but where this option is enabled, you will only be able to set-up a budget for the area you are responsible for.
- From the menu select Meetings, Budgets
- Under the Actions tab click New Budget
- Complete at least the mandatory fields in the budget form that opens
Budget Definition
Territory: Select the territory that the budget is to be used on from the drop-down list available
Type: Select the budget type from the drop-down list available
Year: Select the year the budget refers to
Start Date: Budgets may run for a whole year or part of a year. Select the start date for the budget
End Date: Budgets may run for a whole year or part of a year. Select the end date for the budget
Name: Type a budget name OR the budget name will be created as other fields are filled
Description: Type a description relevant to the budget
Budget Settings
Value: Type the total budget amount for the specified period.
Advanced Options
Important: Ignore this section if the budget is for a single territory
Budgets can be created at regional or national level or shared across teams to meet different business demands. Different fields will be displayed depending on your system set-up.
Shared budgets can only be set-up by authorised users.
Shared: Tick the checkbox if the budget is to be used by anyone other than the person creating it
Team: Select the team from the drop-down list
Employee: Select a single employee from the drop-down list
Sub-territory: Select the sub-territory from the drop-down list
System data
Active: Checkbox should be ticked. Untick this checkbox to hide the budget
Created: The date that the record was created, and the name of the person that created it
Modified: The date that the record was last modified, and the name of the person that modified it
NOTE: Only unused budgets can be inactivated.
Click the Save or Save and Exit button to save the budget.