Request to Create or Update Budgets
Request to create a new budget or update an existing budget.
Request to create a new budget or update an existing budget.
When you have limited access, you can't control budgets for your main Custom Groups or Subscriptions. Instead, you'll see a Request option for both types of budgets.
This means you might only see part of your Custom Groups or Providers, depending on the permissions your administrator has given you. The budgets you can view are determined by your Spend Management access settings.
Follow these steps to request a new budget:
Select the Request option corresponding to the group.
In the Budget Request form, enter the budget amount and then confirm your request. The budget owner of the parent Custom Group will receive your request and create the budget.
Follow these steps to request an update to an existing budget that you're unable to modify directly:
Select the Request Budget Change option.
Provide the amount and then submit your request. The Budget Owner of the parent budget will receive your request.
