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            Add the Budget Component to the Budget Page Layout

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            Add the Budget Component to the Budget Page Layout

            Help Grantmaking users enter budget category values quickly by adding the Budget component to the budget page layout.

            Required Editions

            Available in: Lightning Experience
            Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To create and edit Lightning pages in the Lightning App Builder in Setup:

            View Setup and Configuration system permission

            AND

            Customize Application system permission
            To customize page layouts: Customize Application system permission
            Note
            Note The Budget component isn't available on mobile devices due to limited screen size.
            1. Create a Lightning record page or update an existing page for budgets. Learn more in Create and Configure Lightning Experience Record Pages.
            2. Drag the Budget component to the page.
              1. In Budget State, select Budget Planning.
              2. To hide the Submit button for this budget state, select Hide the Submit Budget button.
            3. Save your changes and, if necessary, activate the page for your users.

            See Also

             
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