{"id":1071,"date":"2020-09-10T20:19:00","date_gmt":"2020-09-10T20:19:00","guid":{"rendered":"\/enterprise\/?post_type=ht_kb&#038;p=1071"},"modified":"2020-09-10T20:19:02","modified_gmt":"2020-09-10T20:19:02","slug":"budget-management","status":"publish","type":"ht_kb","link":"\/enterprise\/knowledge-base\/budget-management\/","title":{"rendered":"Budget Management"},"content":{"rendered":"<p>Once imported the user can navigate to the Budget Management Screen to see and make changes to the weekly budget.<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1072 size-full\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-3-e1599769046923.png\" alt=\"\" width=\"3406\" height=\"333\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-3-e1599769046923.png 3406w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-3-e1599769046923-300x29.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-3-e1599769046923-1024x100.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-3-e1599769046923-768x75.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-3-e1599769046923-50x5.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-3-e1599769046923-1536x150.png 1536w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-3-e1599769046923-2048x200.png 2048w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-3-e1599769046923-60x6.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-3-e1599769046923-100x10.png 100w\" sizes=\"auto, (max-width: 3406px) 100vw, 3406px\" \/><\/strong><\/p>\n<p>Anyone who access to this screen can view budgets under their security. If you do not want people making changes to the budget simply hide this screen from their profile.<\/p>\n<p>From the screen you select the relevant week for the budget<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"617\" height=\"132\" class=\"wp-image-1074\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-4.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-4.png 617w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-4-300x64.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-4-50x11.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-4-60x13.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-4-100x21.png 100w\" sizes=\"auto, (max-width: 617px) 100vw, 617px\" \/><\/p>\n<p>Then you can select the department by clicking the filter:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"876\" height=\"441\" class=\"wp-image-1076\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-5.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-5.png 876w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-5-300x151.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-5-768x387.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-5-50x25.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-5-60x30.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-5-100x50.png 100w\" sizes=\"auto, (max-width: 876px) 100vw, 876px\" \/><\/p>\n<p>One or more departments can be selected.<\/p>\n<p>Manual adjustments can be made by entering the change required to the budget. The budget will be summed with the change to give you the new budget.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"2048\" height=\"194\" class=\"wp-image-1078\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-6.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-6.png 2048w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-6-300x28.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-6-1024x97.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-6-768x73.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-6-50x5.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-6-1536x146.png 1536w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-6-60x6.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-6-100x9.png 100w\" sizes=\"auto, (max-width: 2048px) 100vw, 2048px\" \/><\/p>\n<p>If you want to decrease the budget enter a negative number.<\/p>\n<p>You can also export the budget on screen to an excel \u2013 Schedule Budgets export.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"444\" height=\"259\" class=\"wp-image-1080\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-7.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-7.png 444w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-7-300x175.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-7-50x29.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-7-60x35.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-7-100x58.png 100w\" sizes=\"auto, (max-width: 444px) 100vw, 444px\" \/><\/p>\n<p>There is the ability to run the budget audit report to see who has increased or decreased the budget and at what time.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"271\" height=\"180\" class=\"wp-image-1082\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-8.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-8.png 271w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-8-50x33.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-8-60x40.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-8-100x66.png 100w\" sizes=\"auto, (max-width: 271px) 100vw, 271px\" \/><\/p>\n<p>Ensure in the profile editor, under reports, the user has access to the RAUDIT3 report.<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" width=\"2468\" height=\"155\" class=\"wp-image-1086\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-10.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-10.png 2468w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-10-300x19.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-10-1024x64.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-10-768x48.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-10-50x3.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-10-1536x96.png 1536w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-10-2048x129.png 2048w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-10-60x4.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-10-100x6.png 100w\" sizes=\"auto, (max-width: 2468px) 100vw, 2468px\" \/><\/strong><\/p>\n<p>The report will show which fields have changed and which user made the change and when.<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" width=\"1286\" height=\"437\" class=\"wp-image-1090\" src=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-12.png\" srcset=\"\/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-12.png 1286w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-12-300x102.png 300w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-12-1024x348.png 1024w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-12-768x261.png 768w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-12-50x17.png 50w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-12-60x20.png 60w, \/enterprise\/wp-content\/uploads\/sites\/3\/2020\/09\/word-image-12-100x34.png 100w\" sizes=\"auto, (max-width: 1286px) 100vw, 1286px\" \/><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Once imported the user can navigate to the Budget Management Screen to see and make changes to the weekly budget. Anyone who access to this screen can view budgets under their security. If you do not want people making changes to the budget simply hide this screen from their profile&#8230;.<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[29],"ht-kb-tag":[],"class_list":["post-1071","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-scheduling"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/1071","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/comments?post=1071"}],"version-history":[{"count":3,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/1071\/revisions"}],"predecessor-version":[{"id":1106,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/1071\/revisions\/1106"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/media?parent=1071"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb-category?post=1071"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb-tag?post=1071"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}