Legacy: Create a budget target

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • A budget target is an estimated amount of money for a specific fiscal period and budget key combination for operating and capital expenses. Use budget targets to set up a financial goal for a budget plan.

    Antes de Iniciar

    Role required: itfm_plan_analyst, admin

    Procedimento

    1. Navigate to All > Financial Planning > Financial Planning > Budget Targets.
    2. Fill in the form fields (see table).
    3. Click Submit.
      Tabela 1. Budget Target form
      Field Description
      Budget Key The budget key to which this target applies. Select a key.
      Fiscal period The fiscal period year to which this target applies. Select a fiscal period.
      Target Currency The currency in use.
      Capital Target The amount of the target in the currency being used.
      Operating Target The target amount for operating expenses.