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Create a Budget and a Budget Allocation
Create a Budget to define the amount you expect to disburse for a specific period. Monitor funds that are committed to or disbursed from the Budget by using Budget Allocations.
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From the App Launcher (
), find and select Budgets.
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Click New.
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Enter a name and any additional details about your budget.
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Save your changes.
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In the Budget Allocations related list, click New.
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Enter a name and any additional details about your budget allocation.
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Save your changes.
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