Overview: The Budget sub-module within Analytics allows operations managers to create and manage both financial and sales budgets. This functionality ensures structured budget administration by assigning specific roles and permissions, enabling accurate financial planning and monitoring.
Start from: The Analytics module.
- Navigate to Configuration > Budgets.
Select the Budgets ⚙ button.
- Enter the name of the budget.
- Select the + button to create it.
Once created, find the new budget in the table and flip the switch in the row of each role to enable the roles that will have access to it.
Permission levels include:
View – Users can access budget details but cannot make changes.
Close – Users can lock budgets once finalized.
Edit and rename budgets
- Select the Budgets ⚙ button.
- Locate the existing budget and select Edit.
- Rename the budget and press Accept.
Delete budgets
- Select the Budgets ⚙ button.
- Locate the existing budget and select Delete.
- Select Delete again in the confirmation window.