Budgets overview
Budgets
Budgets are used to track purchasing spend against yearly budget codes.
Use budgets to:
- Define budget codes used on requisitions, orders and invoices.
- Allocate budget amounts per year.
- Compare allocated budget against actual spend.
- Review orders and invoices for a specific budget.
- Export budget overviews.
Required Permissions
| Permission | Allows |
|---|---|
| View budgets | Open budget overviews. |
| Manage budgets | Create, edit and archive budget codes. |
| Allocate budgets | Enter budget allocation amounts per year. |
Budget Overview
The budget overview shows budget totals for a selected year.
It can show:
- Allocated budget
- Budget spent
- Budget remaining
- Budget exceeding
- Spend per budget code
Open a budget code to see related orders and invoices.
Export
Budget overviews can be exported to PDF or Excel when a report needs to be shared or reviewed outside Marlinspike.