Adding budget periods and amounts to a budget year

After you create a budget year, you can add periods and amounts for that year.

To create budget periods and amounts:

  1. On the Budget Years page, click the Year link. The Budget page is displayed.
  2. Specify this information:
    Periods
    If this is the first time you are adding periods to this budget year, specify the number of periods in the year. You can add up to 53 periods.
    Currency
    Specify the currency to use for the current customer budget. If the customer uses only one currency, that currency is displayed and no selection can be made.
  3. Click Add Periods. The number of periods specified above is added to the grid.
  4. Specify this information:
    Name
    Specify a name, up to 20 characters, for the budget period. This name can be changed at any time.
    From
    If you have added a single budget period, or if this is the first of multiple periods, the From date is set to the From date for the budget year. For each subsequent period, the From date is set to the From date for the preceding period plus one.
    To
    If you added a single budget period, or if this is the last period in the year, the To date is set to the To date for the budget year. If you added multiple budget periods, you must specify the To date for each interim period. The To date cannot be earlier than the From date of the same period or later than the To date of the budget year.
    Amount
    Specify the budget amount for the selected period.
  5. Click Update.
Related topics
Modifying budget periods and amounts
Deleting budget periods
Setting up budget years
Maintaining budgets and spending limits