Setup / Administration
The Administration section of CRM contains the configuration and management options required for Greytrix Budget Planner.
Within the Administrator section, the following three entities have been created:
Budget (Primary Entity) The main entity used to create and manage budget allocations.
Budget Line Item (Secondary Entity) Used to divide a Budget into specific categories or sections for better management and tracking.
Drawdown (Secondary Entity) Represents individual budget requests created against a Budget Line Item.
In addition to these entities, a Drawdown Workflow has been configured to manage the approval process for budget requests. This workflow controls the approval and rejection of Drawdowns based on the defined business process.
Budget Manager Assignment
Users are assigned as Budget Managers through Teams and Team Owners within CRM.
When a new Budget Item is created:
The Budget Item is assigned to a specific Team.
The Team Owner becomes the designated Budget Manager for that Budget Item.
Only the Team Owner and the Budget Administrator have permission to manage the assigned Budget Item.
This ensures that budget management responsibilities are controlled and maintained according to the organization's approval structure.
User Details
Profile Details
The Budget Manager Team needs access to Budget Entity:
Team Details
The Budget Manager needs to be set as the owner of the Team a Budget Item is assigned to.
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