Updated on 2024-12-24 GMT+08:00

Managing Budgets

Viewing a Budget

  1. Log in to Cost Center.
  2. Choose Budget Management.
  3. 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.

  4. 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. Log in to Cost Center.
  2. Choose Budget Management.
  3. 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. Log in to Cost Center.
  2. Choose Budget Management.
  3. Select a budget and click Copy in the Operation column.
  4. Modify the copied budget.
  5. Click Save.

Deleting a Budget

  1. Log in to Cost Center.
  2. Choose Budget Management.
  3. Select a budget and click Delete in the Operation column.