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.

1. From the App Launcher (), find and select Budgets.

2. Click New.

3. Enter a name and any additional details about your budget.

4. Save your changes.

5. In the Budget Allocations related list, click New.

6. Enter a name and any additional details about your budget allocation.

7. Save your changes.