> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-budget-planner/setup-administration.md). # 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: 1. The Budget Item is assigned to a specific **Team**. 2. The **Team Owner** becomes the designated Budget Manager for that Budget Item. 3. 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.