Set up budget periods

Use training budget management to control finances for the training. First, you need to:

• Set up budget periods, which you can then link to budgets.

• Make sure that you have included costs in your course details.

If you add a total budget value, you will see how much of the budget has been spent or allocated and how much remains as you schedule your courses.

Add a budget period

1. Go to Training, then select Budget Periods from the Maintenance section. A list of existing budget periods is shown.

2. Select Add Budget Period.

3. All the fields on this screen are mandatory. Enter a title for the period such as 2020/2021.

4. Specify the Start Date and End Date for the period.

5. Click Save.

Next steps:

Set up training budgets