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Viewing and editing budgets

Budgets can only be created on the detail page of the object to which they apply (for example, in the user profile or basic contract details), but they can be edited and deleted in the Budgets list. See Managing budgets for more information on budgets.

  1. On the Company Administration page, click the Budgets link.
  2. The Budgets list is displayed.
  3. Click the icon next to the budget that you want to edit.
  4. The Budget page is displayed.
  5. If necessary, activate the check box for the type of budget that you want to edit and make the necessary changes. See Defining budgets or click the menu item Help for more information.
  6. Click Save.

See also

Defining budgets

Creating and editing budget templates

Settings for budgets