Adding customer budgets

Service providers : Customer Budgets : Working with... : Adding customer budget definitions : Adding customer budgets

To add a customer budget to a budget definition, proceed as follows:

Procedure

1. In the Customer budgets TSI, select the customer budget definition to which you want to add a budget.

2. Go to the Customer budgets selection level.

3. On the action panel, click Add.

4. On the data panel, enter the budget data.

See Customer budget fields for more information on filling in this data.

5. Click Save.

The budget is added to the budget definition. If you have allowed recurring budgets on the budget definition, you can proceed by adding multiple budgets to the selected budget definition, provided they have no overlap (see Customer budget fields > Allow recurring budgets? field). If you want to use Budget periods for a budget, proceed with Adding customer budget periods (optional).