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            Budget Management

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            Budget Management

            Manage and track complex budgets broken down by category and period. Allocate actual budget expenditures at a high level or at the category and period level.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions for Nonprofit Cloud for Grantmaking
            Available in: Enterprise, Performance, Unlimited, and Developer Editions for Public Sector Solutions
            User Permissions Needed
            To create and edit budgets: Read and Edit access for budget management objects
            to use budgets in Experience Cloud:

            Grantmaking for Experience Cloud permission set

            AND

            In orgs with Budgets set to private, Read access to the any budget records used as a template

            Budget management starts with creating a budget and its related budget periods and categories. After you spend the budgeted money, track your spending with budget allocations that are associated with each category value.

            Important
            Important If you manage budgets with many category values, avoid data skew by archiving budgets that you aren’t actively using. The number of category values is tied to the number of budgets and how many categories and periods are associated with each budget. For example, you can have a large number of category values if you have 250 budgets and one budget is associated with 170 categories and five periods. Or you can have a large number of category values if you have 1,000 budgets and each budget is associated with 17 categories and three periods.

            Create Budget, Category, and Period Records

            Set up a budget and the budget's related records.

            Budgets include the details about the budget—such as the start and end dates and amount or non-monetary quantity—the categories you want to budget for, and the time periods for the budget cycle.

            1. From the App Launcher, find and select Budget.
            2. Create a budget.
            3. Give the budget a name and enter other details about the budget.
            4. Save your work.
            5. On your budget record, in the Budget Category related list, click New.
            6. Enter details about the budget category.
              To control the order the category appears in the budget component, enter a sequence number. If you don’t enter a sequence, the categories show in the order you created them.
            7. Save your work. If you want to add another category, click Save & New.
            8. On your budget record, in the Budget Period related list, click New.
            9. Enter details about the budget period. Don’t select Submitted. Your Salesforce admin can use this checkbox in automation for your Experience Cloud site.
              To control the order the period appears in the budget component, enter a sequence number. If you don’t enter a sequence, the categories show in the order you created them.
            10. Save your work. To add another period, click Save & New.

            Enter a Planned Budget

            Enter the details of a planned budget in one easy-to-use form.

            Enter the values for each budget period and category. For example, create a budget with categories or rows, for Personnel, Supplies & Materials, and Indirect Costs. Create periods or columns for each financial quarter.

            1. In the grid, enter the values for each category’s period. To add more details about the budget’s category, enter a reason.
              The values are saved as you move through the form.
            2. When you’re satisfied with your entries, submit the budget.
              You can’t edit a budget after you submit it.

            Track Actual Budget Spent in Experience Cloud Site

            In Experience Cloud, report the actual budget spent in an easy-to-use form.

            1. Open the individual application or budget record where you want to report the actual budget spent.
            2. In the grid, enter the actual amount for each category’s period.
              The values are saved and the variance between the planned budget and what you actually spent shows as you move through the form. Variance is Actual Budget minus Planned Budget. If the variance is negative, that’s how much that you have left to spend.
            3. If your admin set up the automation for showing the Submit button, click Submit.

            Track Actual Budget Spent in CRM

            To track an actual budget spent in Salesforce CRM, use budget allocations.

            Track budget expenditures with budget allocations. Budget allocations can be related to budgets or to budget category values.

            1. From a budget or a budget category value, in the Budget Allocations related list, click New.
            2. Enter details about the budget allocation.
            3. Save your work. To add another allocation, click Save & New.

            See Also

             
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