Add a Master Budget

You can add a master budget for a client organization. For more information about master budgets, see Master Budgets.

The navigation option for the master budget configuration is only visible if you have enabled master budgets for the client organization. If you are adding a new master budget with the feature already enabled, skip to step 9.

  1. Navigate to the Clients page on the Configuration view.
  2. Click the link in the NAME column for the client whose information you want to modify.
    The Client Info page appears.
  3. Click Requisition > Funds Tracking.
  4. In the PO Configuration section, click .
  5. In the Fund Tracking drop down, select Master Budget.
  6. Configure the following options:
    • Display "Ship To": - Adds 'Ship To' information to the invoice.
    • Display "Bill To": - Adds 'Bill To' information to the invoice.
    • Funds Remaining Threshold % - Enter a threshold amount for spend on the budget.
    • Allow Budget Amount To Be Exceeded - Select to allow the budget amount to be exceeded.
    • Require Department - Select to require a department to be associated with a master budget.
  7. Click .
  8. Click Requisition > Master Budget.
  9. Click .
    If master budgets are already active for the client organization, click .
  10. In the Title field, enter the title for the budget.
  11. In the Description field, enter text that describes the budget.
  12. In the Budget field, enter the budget amount.
    The budget owner can modify this amount after the master budget is saved.
  13. From the Currency drop down, select currency for the budget.
  14. In the Start Date field, enter the budget start date.
    You can also click the calendar icon to open a calendar pop up that allows you to select the date.
  15. In the End Date field, enter the budget end date.
    You can also click the calendar icon to open a calendar pop up that allows you to select the date.
  16. In the Owner field, enter the budget owner.
    The application automatically suggests client managers that qualify to own a budget.
    Note:
    The "<NAME>" permission is required on a client manager's user account in order to own a master budget. For more information about client manager's permissions, see Client User Permissions.
  17. In the Department field, enter the department for the budget.
    The application automatically suggests departments in the client organization.
  18. In the Engagements field, add engagements to the budget.
    The application automatically suggests engagements based on the information you enter. You can enter a job title, a manager name, the engagement number, or the worker's name.

  19. In the MSP Contact field, enter the MSP contact for the budget.
    This field defaults to the MSP that is configuring the master budget.
  20. In the Attachments section, click +Add to add documentation for the master budget. A pop up opens that allows you to select a supported file type and size to upload.
    Note:
    Any user with permission to create or view a master budget can view attachments, and add attachments.