You are here:
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.
-
From the App Launcher (
), find and select Budgets.
-
Click New.
-
Enter a name and any additional details about your budget.
-
Save your changes.
-
In the Budget Allocations related list, click New.
-
Enter a name and any additional details about your budget allocation.
-
Save your changes.
Did this article solve your issue?
Let us know so we can improve!
