Managing Budgets

Viewing a Budget

1. Access the Budgets page.
2. View the list of your budgets.

   Actual vs Budgeted: Displays the percentage of your actual costs or usage to the total budgeted amount within the selected period.

   Forecasted vs Budgeted: Displays the percentage of your forecasted costs to the total budgeted amount within the selected period.

3. Click a budget name to view the budget details.

Editing a Budget

If you want to edit the information of a created budget, such as the budget duration and time range, perform the following operations:

1. Access the Budgets page.
2. Select a budget and click Edit in the Operation column.

Copying a Budget

If you want to quickly create a budget, perform the following operations:

1. Access the Budgets page.
2. Choose Budget Management > Budgets.
3. Select a budget and click Copy in the Operation column.
4. Modify the copied budget.
5. Click Save.

Deleting a Budget

1. Access the Budgets page.
2. Select a budget and click Delete in the Operation column.