This article describes the default behaviour of a highly configurable system. Your granting program may appear or behave differently depending on user permissions and custom configurations. If you do not appear to have access to everything you need, use the Help > Request Help link to request additional permissions.
The Budgets module allows you to filter and view budgets configured for your program and their associated payments and distributions.
Go to Budgets & Payments > Budgets to manage your budgets.
Budget Groups
Budgets are grouped into folders displayed on the left navigation bar. Budget groups depend on your business needs and often follow the same organizational structure as mailboxes. Select a Budget Group to browse and filter associated budgets.
Budget Summary
In the Budgets module, the Summary section displays budget usage information. When filters are applied to narrow down results, the summary reflects only the filtered budgets. If no filters are used, the summary includes usage details for all budgets in the budget group.
If you select a budget name, it opens in a new tab. The Summary on this tab displays budget details and usage for that budget only.
The Summary includes the following usage details:
- Amount: the total budget amount
- Budget remaining: amount left in the budget.
- Preapproved: the total amount of payments on proposals that are not yet approved.
- Scheduled: the total amount of payments in Scheduled status.
- Processing: the total amount of payments in Processing status. If the payment uses Benevity disbursements, it is Processing when it is sent to Benevity to disburse.
- Paid: the total amount of payments in Paid status.
- Failed: the total amount of payments in Failed status. Occurs when the payment cannot be processed.
- Voided: the total amount of payments in Voided status.
Distributions
If you open a budget, associated distributions are displayed under the budget Summary. Filters help you refine results by payment type, method, due date, and status. Select View details to see more information about a distribution. Additionally, you can find distributions in the Distributions module.
Locking/Unlocking budgets
Users with the Lock budgets user role can either lock or unlock budgets. Locking a budget prevents any further changes. This action can be performed in bulk on the Budgets page or for an individual budget.
Activating/deactivating budgets
You can activate or deactivate a budget at any time. This can be done in bulk on the Budgets page or for an individual budget. If the budget period has begun (and not ended) and the Active checkbox is selected, the budget is active.