Introducing Budget Items

Objective

After completing this lesson, you will be able to explain the purpose of budget items.

Basics of Budget Items

You can add a budget item to define a budget, including fiscal year, budget owner, budget name, and budget display name.

The image shows a screenshot of a budget item titled Entertainment 2023, owned by Hugo First, set for the fiscal year 2023, currency US Dollar. The form includes several tabs for additional options like Budget Tracking Fields, Manage Viewers, Manage Approvers, Filter by Managers, and Adjustments. The budget details indicate a fiscal period of 2023 with a $5,000 amount, marked as Active and Open.

Once you configure the Budget Type in the budget items, these budgets appear listed in the Budget Overview and Details of the Budget Dashboard.

The image shows a screenshot of a budget dashboard for Equipment 2023 displayed under the Budget Overview page. The dashboard shows details such as budget amount, spent, pending, remaining, unexpensed. There is a charts section showing the budget breakdown, top spending categories, and a spending trends chart.

References

Title	Link
Budget Admin Guide - Manage Budget Items	^{Budget Admin Guide - Manage Budget Items}

Summary

Add budget items to define budgets, including fiscal year, owner, name, and display name.
Enter budget details such as fiscal period, amount, status, and currency.
Use tabs to manage budget tracking, viewers, approvers, and adjustments.
Configured budget items appear in the Budget Overview and Dashboard for easy tracking.

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