📌 Who Can Set & View Cost Center Budgets?
Admin and Overview users can create and view all budgets.
Other users can be granted access to the Cost Center Budgets page.
📢 Important: If enabled, these users will see ALL cost center budgets (not just those for their department).
📌 To enable additional user access, contact your Brightflag Customer Success Manager.
📋 Steps to Set a Cost Center Budget
1️⃣ Navigate to the Cost Center Budgets Page
Go to Menu > Financial Management > Cost Center Budgets.
2️⃣ Click Add Budget
Select "Add Budget" to create a new budget.
3️⃣ Enter Budget Details
Budget Name – Choose a clear name for easy reference.
Budget Amount – Define the budget for the fiscal year.
4️⃣ Choose a Budget Type
Select one of the following:
✔ Overall Budget
✔ Department Budget
✔ Entity Budget
✔ Vendor Budget
✔ Matter Group Budget
5️⃣ Choose a Budget Value
Enter the specific value allocation for this budget.
6️⃣ Select a Fiscal Year
Specify the fiscal year for the budget allocation.
7️⃣ Finalize & Save
Click Add Budget to save the new cost center budget.
📌 You can create multiple budgets—starting with an overall budget before defining more specific budgets for better financial tracking.