Manage the Budget Workflow

Budget Process Owners have full control of the budgeting process and can send the budget to cost center owners to collaborate with them.

The budget workflow ensures that budgets are created, reviewed, approved, and monitored in an organized way. Refer the below table to manage the budget from the Budget Details page:

If you want to:	Then:
Add a new item in the budget	Click + NEW ITEM.
Cancel or reset the budget	Click three dots menu and select Reset or Cancel.
Edit the budget item	Click Edit icon button under the Actions column.
Delete the budget item	Click Delete icon button under the Actions column.
Comment on the budget item	Click Comment icon button under the Actions column.
Download the budget details	Click three dots menu and select Download.
See detailed budget view	Toggle Show Detailed View to enable/disable detailed budget details.
Submit the budget to the Cost Centre Budget Owners	Click three dots menu and select Submit.