The following article pertains to Legacy Budgets. See this article for how to identify which version of budgets your domain is currently using. If you wish to upgrade from Legacy Budgets to our New Budgets, please reach out to a Procurify representative.
Budgets can be scheduled for monthly, quarterly, or annual periods where you can input multiple planned Budgets into Procurify. Upload Planned Budgets using the Import tool or Schedule Budgets manually in Procurify.
You must be a superuser or a user with customized access to Manage Budgets to complete the following steps.
Steps:
Navigate Settings → Manage Budgets
Select the applicable budget
Click 3-dot options
to the right of the budget
Select Scheduled Budgets
In the pop-up, you will see when the budget start and end date is as well as the allocated amount to the budget. From this screen, you can update the Scheduled Budget or delete it.
Additional Information:
The terms Planned and Scheduled Budgets are used interchangeably.
Currently, there is no way to export planned or scheduled budget data.