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Assign additional budgets

Updated

In addition to the standard department budget, you can assign an additional budget to individual users. This is useful when an employee needs additional training outside the regular department budget.

Requirements

  • The Charge training costs to user budgets portal setting must be set to Yes.
  • You need the beheer_kosten_toevoegen right to manage costs and budgets.

Assign an additional budget to a user

  1. Go to the user profile via Actions > Actions > Search for user.
  2. Search for the user and click the edit icon.
  3. Go to the Budget tab.
  4. Click Add budget.
  5. Enter the additional budget amount.
  6. Click Save.

Add costs manually

You can also add costs manually to a user's profile:

  1. Open the user profile.

  2. Go to the Budget tab.

  3. Click Add cost.

  4. Enter the following information:

    Field name Description Required
    Description A description of the cost. Yes
    Amount The cost amount. Yes
    Cost type The category of the cost. No
    Date The date of the cost. Yes

  5. Click Save.

Cost export

To export all costs:

  1. Go to Management > Costs > Cost export.
  2. Select the required period and filters.
  3. Click Export to download the file.

Frequently asked questions

Are user budgets added to the department budget?

No, user budgets and department budgets are separate. Training costs are charged to the department budget. The user budget is an addition at individual level.

Can a manager assign an additional budget to team members?

Yes, if the manager has the $$name_manager$$_tab_budget right, the manager can view the Budget tab. Whether the manager can also add a budget depends on the rights settings.

Can users view their own budget?

Yes, if the $$name_user$$_tab_budget right has been assigned, the user can view the Budget tab in their own profile.