The Services - Individual module's Budgets feature is used to create budgets for a client that follow his or her program history.  Budget records can include separate line items for an additional level of detail, and the cost of those line items can be summarized into a running total.  In addition, a corresponding Budgets ReportBuilder can be used to generate customized reports of budget and line item details.

Required Permissions

The Budgets feature is available to users with the following permissions:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Services - Individual Button

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance. 

Click-by-Click Instructions

Working with Budgets - Learn to enter, update, and delete client budgets and associated line item records.

Using the Budgets ReportBuilder - Learn to generate customized reports of budget and line item information along with basic client demographics.

A Closer Look @ Fields & Options

Budget Fields / Options - Learn about the fields and options available during the budget data entry process.

Frequently Asked Questions

Budgets Frequently Asked Questions

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