Within the Financials tab of a Pipeline record, a related list of Budget records is found. This is the area users can log Budgets and mark them against actual expenditure.
Create a New Budget
To add a Budget record to the Pipeline record, click New on the Budget list. In the pop out screen, populate the key details for the budget record such a financial year and budget amount.
If desired, the Budget records allow you to associate a budget with a specific Supplier record in the Atamis system. If this is done, the budget record will also be visible from the Supplier record.
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