Start from: The Analytics module.
- Navigate to Configuration > Budgets.
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Select the Budgets ? button.
- Enter the name of the budget.
- Select the + button to create it.
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Once created, find the new budget in the table and flip the switch in the row of each role to enable the roles that will have access to it.
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Permission levels include:
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View – Users can access budget details but cannot make changes.
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Close – Users can lock budgets once finalized.
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Edit and rename budgets
- Select the Budgets ? button.
- Locate the existing budget and select Edit.
- Rename the budget and press Accept.
Delete budgets
- Select the Budgets ? button.
- Locate the existing budget and select Delete.
- Select Delete again in the confirmation window.
