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Use the Planner Items, Strategic Goals and Products & Services panels in the budget editor to add proposed costs. Click the + (Add to budget) button on an item, review the new rows, and click Save. This guide is for MSP staff and for company users whose MSP has given them budget edit access.

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Before you start

  • You need budget edit access (the write_budgets or manage_budgets permission).
  • The budget must be Draft or Pending Approval and must belong to a company.
  • Planner items, goals and catalog products must already exist. See Manage products.

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Find the source item

On a wide screen the three panels sit to the left of Budget Line Items. On a narrow screen they are collapsed sections above the table, named Planner Items, Strategic Goals and Current Software & Services.
  • Each panel has a Search… box.
  • The Planner Items · Strategic Goals box at the top has a Filter button. It opens Fiscal Year and Month lists, and a Reset button. By default it shows the budget’s fiscal year and all months. Choose All to include other years or items with no date.
  • This filter only changes which planner items and goals the panels list. It does not change the budget’s fiscal year or the rows already in the budget.
  • Planner Items does not list items with status Completed or Cancelled.
  • In Products & Services, the all checkbox is checked by default and shows tenant-wide products and this company’s products. Clear it to see only this company’s products.
Planner and strategic goal filter set to fiscal year 2026 and all months.

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Add a Planner item

1

Find the item

Use the filter and search. Check the item’s due date, status and estimated cost.
2

Add it

Click + (Add to budget) on the item. A Planner item with several positive cost lines adds one budget line per cost, so check all of them.
3

Review the rows

The rows link back to the Planner item and use its category and cost details. The notes start with Imported from Planner: and the item’s title. The start month follows the item’s due date, then its start date, then January. Check quantity, unit price and recurrence, mainly where the estimate is incomplete.
4

Save

Click Save. Adding a row to a budget does not mark the Planner item done.

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Add a strategic goal

Find the goal and click +. It adds a line linked to the goal with quantity 1, unit price 0, One-time recurrence and a January start. Type the real cost and billing schedule before you save. A goal has no price of its own.

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Add a catalog product

1

Find the product

In Products & Services, check the product’s name, SKU, vendor, category and unit price.
2

Add it

Click +. The row starts with quantity 1, the catalog unit price and the product’s default recurrence, starting in January. Set the real quantity and Start month.
3

Check the setup line

A product with a setup fee also adds a separate One-time row named Product name setup. Its quantity is 1. Changing the main row’s quantity does not change it.
4

Save

Click Save. The row takes the budget category with the same name as the product’s category when there is one.
Later catalog price changes do not update rows you already added.
Clicking + again adds another copy. These buttons do not check for duplicates. Review the line table before you add the same item twice.

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Troubleshooting

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Frequently asked questions

No. Change Fiscal Year under Budget Details for that.
Each positive cost on the item becomes its own line, so you can review each price and recurrence.
No. It only adds a proposed budget line.