Viewing Insights for a Budget

For any of the budget rule listed in the Budget Management dashboard, relevant insights can be viewed. To view the insights for a budget rule:

1. Navigate to the Budget Management dashboard.
2. Click Eye icon next to the required budget rule. The View Budget screen appears.

The View Budget screen provides a detailed overview of the selected budget with the following sections/tabs:

• Overview: This section provides a dashboard view of the cost-related details of the budget rule such as budget amount, amount used, forecasted budget, etc.
• Budget Summary: This tab lists all the details related to the budget rule such as name, budget type, budget reset period, budget start date, budget scope, alerts, thresholds.
• Alerts: This tab lists all the alerts that are triggered for the budget rule with its details and associated actions.
• All Insights: This tab lists all the insights, with its details, for the budget rule.
• Budget History: This tab provides an overview of how the actual spend has performed in comparison to the budgeted amount.
• Budget Activity/Events: This tab provides a complete change log of all activities performed on the budget rule such as budget creation, budget modification, threshold alert triggered, actions performed.

Editing a Budget

The budget rules listed in the Budget Management dashboard can be modified, if required. The following steps need to be performed to edit a budget rule.

1. Navigate to the Budget Management dashboard.
2. Click Edit icon next to the required budget rule. The Edit Budget screen appears.
3. Modify the required fields as needed. The fields will be the same as explained in the Creating a New Budget section.
4. Once the changes are updated, click Submit Budget.

The budget rule will be updated with the changes.

Deleting a Budget

Any budget rule listed in the Budget Management dashboard can be deleted, if required. The following steps need to be performed to delete a budget rule.

1. Navigate to the Budget Management dashboard.
2. Click Delete icon next to the required budget rule. The _Alert _screen pops up.
3. Click Confirm button to complete the deletion of the budget rule.
   The budget rule will be deleted successfully.

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Note:

To know about differences in cost data between Budget and Posture pages, refer here.