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Budget - Details
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or On this page you can edit or delete an existing budget. New budgets can only be assigned in the details of the corresponding object. For example, a user budget is assigned in the user profile, or a cost centre budget is assigned in the cost centre details. Changes that you make here are automatically applied to the corresponding object, for example, to the user profile. See Budgets - Basics for more information on budgets.
Note: You can only delete a budget completely if it is not assigned to any other object. Deleted budgets are indicated by the icon 
.
Activate 
the check box next to the budget type that you want to define and enter the following information:
Option |
Description |
|---|---|
Name |
Name of the budget. When you create a new budget, the name of the corresponding object is automatically assigned, but it can be changed here. For example, if you assign a budget to a cost centre named Administration, the name of the budget is also Administration. |
Currency |
Currency in which the total, yearly, monthly, weekly or daily budget is specified. |
Budget type |
Type of object to which the budget is assigned, for example, user, company, contract, etc. You cannot edit this field. |
Client company |
Name of the company that is responsible for administration of the budget. You cannot edit this field. |
See Budgets - Basics for information on the remaining options.