Budgets

Follow these steps to add a budget in the system:

Steps to Add a Budget

1. Navigate to the Budgets Section

   • Go to the "Economy" menu.
   • Select "Budgets".

2. Add a New Budget

   • Click "Add Budget".

3. Complete the Budget Fields

   • Fill in the necessary fields (explained below).

4. Save the Budget

   • Once all fields are filled, click "Save".

Details of the Budget Pop-up

• Target Type:

  • You will need to decide what your budget applies to. There are four options:
    • Divisions
    • Employees
    • Cliente
    • Projects
  • The options in the second field depend on the selected target type.

• Budget Type:

  • Choose the type of budget you want to create. There are several options available, allowing you to customize the budget to fit your needs.

• Value:

  • Enter the budget amount in the field next to the type.

• Start and End Dates:

  • Set the start and end dates for when the budget will be valid.

• Days and Time Period:

  • Specify the days and the time periods within which the budget will apply.

Managing Your Budgets

• Duplicate a Budget:

  • After creating a budget, you can duplicate it. This is useful if you need to create multiple similar budgets, such as one for each employee. Duplicating saves time as you don’t have to re-enter all the information.

• Edit or Delete a Budget:

  • You can also edit or delete any existing budget if necessary.

• Search Budgets:

  • Use the green magnifying glass icon to search through your budgets. The system offers various filtering options, allowing you to display only the budgets you're interested in.

Once you’ve added your budgets, you can proceed to create a budgetanalysis for deeper insights and performance tracking. Read more about budgetanalysis here.