Review budget details, line-item statuses, totals and the available viewing tabs.
Use the Overview tab of Budget Details to read one budget: its details, its cost lines grouped by category, and its totals. This guide is for MSP staff and for company users whose MSP has given them budget access.
Find the budget, click … on its row, then click View. Budget Details opens on Overview.
Budget Details opens on Overview. Actuals needs invoice access as well as budget access.
2
Check the details
The page header shows the budget title and its status. Below it, read Company, Fiscal Year, Period Type, Currency and Author. Author shows a dash when nobody entered one.
3
Read the notes
If the budget has notes, they appear above the details. Notes are not private. They also print in the PDF and Excel exports.
4
Check the three totals
Read Total, Approved and Pending in the summary bar. Total adds every line, including rejected lines. Pending adds lines with Pending or Draft status.
5
Read the lines by category
Each category has a heading, its lines, and a subtotal. Every line shows Description, Billing, Qty, Unit Price, Total and Status. Total is quantity times unit price.
6
Check the billing schedule
Billing shows the recurrence (One-time, Monthly, Quarterly, Annual or Every N months) and the start month, such as Starts Mar. Open Monthly Breakdown to see when each charge falls.
7
Open a linked Planner item or goal
Some lines show Linked to: and a name under the description. Click the name to open that Planner item or goal in a new tab. You set these links in the budget editor with the Link to Planner Item or Goal list.The Planner icon marks a Planner item. The target icon marks a goal.
A line’s Total is quantity times unit price for one charge. A monthly line with quantity 10 at 20 USD shows 200 USD. Twelve monthly charges come to 2,400 USD, which you see in Monthly Breakdown.
An Approved or Archived budget is locked. Its lines can still carry different statuses, such as Rejected.
Overview has no controls to approve or edit a line. Staff change line statuses in the budget editor. See Approve and lock a budget.
Click the … button in the page header. It lists Help, then Print, Export PDF and Export Excel. Users who can edit a Draft or Pending Approval budget with more than one category also see Section order. See Download or print a budget and Arrange budget sections.
