Understanding Budget Planner Entities and Relationships
Greytrix Budget Planner enables users to manage and control all aspects of budget allocation. It helps organizations ensure that defined business processes, approval procedures, and budget sign-off permissions are properly followed, recorded, and tracked.
The following section explains the relationships between Budget Planner entities and their integration with existing Sage CRM entities.
Budget Relationship with Person/Company
A Person or Company in Sage CRM can have one or more budgets associated with it.
A Budget can be linked to only one Person or Company.
Budget and Budget Line Items
A Budget can contain one or more Budget Line Items.
A Budget Line Item can be associated with only one Budget.
A Budget represents an annual resource allocation from which withdrawals can be made.
Budget Line and Drawdowns
A Budget Line can contain one or more Drawdowns.
A Drawdown can be associated with only one Budget Line.
A Budget Line does not have a specific time period associated with it. It can represent either a one-time event or a recurring activity.
Budget Lines allow the primary budget allocation to be divided into smaller sections that align with business processes and requirements.
Drawdowns
Drawdowns represent individual requests for resources made against a Budget Line.
Each Drawdown is linked to a single Budget Line.
Multiple Drawdowns can be created under the same Budget Line.
Team CRM Budget Tab
The Team CRM Budget tab displays all budgets relevant to the team that the user belongs to or owns.
Users can view available budgets and access related budget details from this section.
Viewing Budget Line Items
Click the Hyperlink on a budget record to view its associated Budget Line Items.
Budgets can be sorted or organized based on:
Team
Total Budget Value
This allows users to easily monitor budget allocation and track resource usage within Sage CRM.
Accessing Budget Planner through Find
Budget Planner can be accessed through the Find screen in CRM. To open Budget Planner from the Find menu:
Navigate to the CRM Menu.
Right-click on Find.
Select Budget from the available options.
The Budget Planner search screen will be displayed, allowing users to search for existing budgets based on specific criteria.
Field Name
Type
Description
Action
Budget Name
Text
The Budget Name associated with the Budget
No Action
User
Advanced Search
Allows you to specify the user within CRM associated with the Budget
No Action
All
Selection
A list that allow you to search by CRM users.
Defaults to All
Company
Advanced Search
Allows you to enter the name of the Company, and return all budgets associated with that company.
No Action
Person
Advanced Search
Allows you to enter the name of the Person, and return all budgets associated with that person.
No Action
Viewing Search Results
After entering the required search criteria, click Find to display the results screen.
The results page displays a summary of all Budget records that match the specified search criteria.
Users can view individual budget details by clicking the corresponding Budget Name link.
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