Budget

PATH:
Dashboard
>
ROLE PRIVILEGES NEEDED: <udl-white>Budget<udl-white>

ADD BUDGETEDIT BUDGETDELETE BUDGET

To set up budgets in Careficient, go to

  1. Dashboard
  2. Budget

ADD BUDGET <returntomenu>menu ↑<returntomenu>

Click <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Budget<udl-orange>

Select the agency name, budge year, and cycle.  Click <btnw>   Next   <btnw>.</btnw></btnw>

The Budget Intervals page displays. Add the figures for revenue and direct cost.  Click <btnw>Add<btnw>. </btnw></btnw>

EDIT BUDGET <returntomenu>menu ↑<returntomenu>

The Dashboard Budget page displays with the figures that you added with the gross margin. You can click the Edit <icon-editpencil>xxx<icon-editpencil> icon to change the figures for revenue and direct cost.

DELETE BUDGET <returntomenu>menu ↑<returntomenu>

Or select the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete them. </icon-trashcan></icon-trashcan>

Interactive Tutorial