New Budget Builder Feature to Create Budgets

You can now use the new Budget Builder feature. This feature makes it easier and faster for you to create new budgets.

By using this feature, you can perform the following actions:

  • Create a new budget and enter data for global assumptions.
  • Create a new budget that leverages historical data that you can adjust by percentages.
  • Create a budget based on an existing budget to model "What-if" scenarios.

To  access Budget Builder:

  1. From the Home page, click the Budget card.
  2. Click the 1 tab on the left-hand side.
  3. Click Budget Overview.
  4. Right-click in the data grid and select Create Base Budget. The Budget Builder feature appears. 

Business Benefit: Budget Builder enables you to quickly create new base budgets that can be easily modified.