Budget Builder
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      Creating a Budget

      Creating a Budget is very useful to see how your Available Scenarios can work for you!

       

      To create a Budget, you must have at least one Available Scenario in your system.

      To see the difference between Scenarios and Budgets, please refer to our Knowledge Base article, “Scenarios vs Budgets”.

      1. Click on Budgets in the main nav.
      2. Choose the option Active Budgets
      3. Click on the green Add Budget at the top of the next page.

      4. In the modal, give your new Budget a title and check off the Available Scenario(s)  that you wish to include in your new Budget.

      5. Click Submit.