Set up training budgets
Use training budget management to control finances for the training. 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.
-
Go to Training, then select Budgets from the Maintenance section. A list of existing budgets is shown.
-
From the end of the list, select Add New Budget.
-
In the Name field, type a name for the new budget, e.g. Human Resources.
-
Select the Hierarchy (applicable locations) by selecting the More icon (three dots), choosing the hierarchy then clicking OK.
-
Choose the Budget Owner by selecting the More icon (three dots), choosing the owner then clicking OK.
-
Click Save. You cannot move to the other tabs until you have saved the budget details.
-
Select the Budget Periods tab. From the end of the list, select Add Periods, then select each applicable budget period. Click OK.
You must have previously created budget periods in order to select them here.