Budgets allow you to manage company's finances on the platform, input costs for groups of users and monitor all those processes using settled, unsettled and planned costs.
In Classroom traning submenu you can find Budgets and costs position. When you expand it, you can see Budgets and Budgets configuration.
Budgets are divided into All budgets and Settled costs, Planned cost and Unsettled costs.
All budgets present a list of all budgets that are already created on the platform. You can add a new budget there, just click "Add a budget".
To create a budget, follow these easy steps.
First step would be choosing a budget group that will have access to this budget. (You define these groups in Classroom training/Budgets and costs/Budgets configuration/Budget groups.)
Just tick the checkbox next to a group and click "Next".
In step two, you choose a budget period and the amount of money in this budget.
When you click "Add", you'll be redirected to a list of all budgets.
When you click on a budget amout, you're redirected to its properties. There you can change its parameters, add costs or add an owner. Other tabs show settled, unsettled and planned costs.
You can add settled and planned costs when you're in their tab. Just click a button responsible for adding them, fill in all the information and click "Add".
Those added costs will appear on a list of costs for this particular budget and in positions Settled costs or Planned costs in the menu, where you can see costs for all budgets.
In Budgets configuration you can modify many parameters regarding budgets.
Cost types allow you to add costs that can be later used in trainings - on the list you can see costs that are already configured; you can add a new one clicking "Add a new cost".
You have to name the cost and choose a type - fixed cost means that you pay this price for a training no matter how many people attend; participation cost is counted for one user. When you're done configuring, click "Add and return".
Budget groups allow you to create groups used in creating budgets. It's really easy to create them, just click "Add a budget group". Name the group and choose which users will be in it.
Budget periods show you existing budget periods and allow you to create them. Just click "Add budget period".
You just need to enter some information: name of the period, its validity period and if it can be used in applications. Then click "Add and return" and it's done.
In Configuration/Everything else/Additional fields you can add additional fields to budgets or costs - just choose an object, click its name and then add the field.
Add a name to it and choose a type - if it's going to be a text field or a list. If you want to create a list, you need to add possible choices. You can also choose if the field is going to be required etc.
Budgets are used in trainings and applications.
When creating a training you can choose its budget group and cost.
Budgets are also used in applications. When creating one, you have to choose budget period.