Budgeting Tool

• Fill out the Budget field for relevant processes.
  • This field is internal-facing and can be updated at any time in the Process Summary.  
• Record installments and payments for approved requests. 

To access the budgeting tool, click Tools, then click Budgeting.

Overall Budget

1. In the Due On or After and Due On or Before fields, enter the date range for installments to include. If desired, you can also select specific request statuses. 
2. Click Search. 
3. If desired, click Process and select specific processes to further refine the data included.
   
   
4. Click the Overall Budget tab. 
5. Adjust the overall budget Amount if needed (by default it displays the overall total committed plus the overall total paid), then click Update Budget.
   
   
6. The Paid, Committed (unpaid installments), and Available totals will update according to the adjustments you've made. 

Process Budgets

1. In the Due On or After and Due On or Before fields, enter the date range for installments to include. If desired, you can also select specific request statuses. 
2. Click Search. 
3. If desired, click Process and select specific processes for which you'd like to see budgets.
   
   
4. Click the Process Budgets tab. 
5. If needed, click the pencil icon for a process to adjust its budget.
   
   
6. The Paid, Committed (unpaid installments), and Available totals for each process will update according to the adjustments you've made. The graphs at the bottom of the page provide a visual comparison for the budget amounts and available amounts per process.