Adding customer budget periods (optional)

Service providers : Customer Budgets : Working with... : Adding customer budget definitions : Adding customer budget periods (optional)

If you want to monitor a budget more closely and frequently, you can add a relevant number of budget periods to a budget, with the following procedure.

Procedure

1. Go to the Customer budget details > Customer budget periods.

2. On the action panel, click Add.

3. On the data panel, enter the required information.

For information on the available fields, see Budget periods fields.

4. Click Save.