Overview
The budgets in the system are a mandatory object. Your company must have at least one relevant active budget, in order for transactions to go through. The activities are the objects that can block over utilization (and budgets are not). Meaning that they are required for the technical operation of the system - but may get to a over utilization stage.
Budgets
Once your admin created at least one budget, it can be used until it's end date.
In order to see your budgets, please go to FINANCE & ACCOUNTING > BUDGETS > BUDGETS:
And you will see the following information, for example:
Budget Utilization
In order to see the BUDGET UTILIZATION screen, please go to ANALYTICS > INSIGHTS > BUDGET UTILIZATION:
In this screen you will see a list of all your budgets:
Every budget is a bar that can go above 100%.
- A grey bar means that activities were created that plan to utilize some of this budget - meaning, the reserved and unused amount. This information will be presented as soon as the activity was created, even if the budget start date has not begun yet.
- The green bar means that this amount has been spent already.
- In this view you can change the granularity of your view, search for budgets, know who the owner of the budget is etc.
Can I see which Budget an Activity is associated with?
In order to know which budget is associated to which activity, you may navigate to the activity itself and look at the name of the budget, above the budget bar: