- The following article describes what a Planned and Scheduled Budget is and outlines steps for viewing Planned/Scheduled budgets.
Scheduled Budgets or Planned Budgets are a monthly, quarterly, or annual budgeting tool where you can input multiple Scheduled or Planned Budgets into Procurify. The terms Planned Budgets and Scheduled Budgets are used interchangeably. Upload Planned Budgets using the Import tool or Schedule Budgets manually in Procurify.
- Head into Settings
- Select Manage Budgets
- Click the name of the budget you would like to view
- Click to the right of the budget
- Select Scheduled Budgets
In the pop-up, you will see when the budget Start & End date is as well as the allocated amount to the budget. From this screen, you can update the Scheduled Budget or delete it.
- You will need access to Settings and Manage Budgets to view this information.
- Currently, there is no way to export planned or scheduled budget data.