The Budget page
The Budget page is where you’ll see a snapshot of the budgets across the company per workspace or user, by quarter. In the top right, you can change the time frame shown (e.g., a different quarter or year) and select a specific workspace or user to view. You can also switch between the card and table views and export the data (in table view only). Use the options in the top left to sort the table or cards and group by either workspace or user.
Users see the following details on the Budget page based on their permissions:
Members only see their budget within their workspace(s)
Workspace admins see the budget of their workspace and the users within it
Company admins see the budgets of all workspaces and users within the company
In table view, each row represents a workspace or user, and you can see how much of their budget is available and how much has been used (both spent and planned to be used – i.e., expected to be spent on jobs that are in progress), as well as any budget requests that are awaiting approval. Use the gear icon in the top right to add or remove columns from the table.
In card view, each card represents a workspace or user and shows a bar indicating how much of the total budget has been spent/committed to jobs in progress and how much is available.
The following actions can be performed on the Budget page:
Grant budget – Transfer funds to another user. (Available to: Workspace admins, company admins)
Pull budget – Transfer funds from a user to another user or back to the company budget. (Available to: Workspace admins, company admins)
Request budget – Ask for funds to be added to a budget. (Available to: Members, workspace admins, company admins)
Approve budget – Review budget requests from admins and hiring managers and approve them. (Available to: Workspace admins, company admins)
Plan budget – Set a budget plan per quarter per workspace for tracking purposes. (Available to: Workspace admins, company admins)