Topics & Timestamps | Video Summary

  • Introduction
    • Discussion of use cases
  • Setting up your budgets
    • Administration module (2:15)
      • General Settings - Making sure Budgeting is switched on
    • Financials module - Budget Setup (3:50)
      • Budget Scenario Definition
      • Creating Budget Scenarios (6:15)
        • “What if” Scenarios
      • Budget Distribution Methods – Splitting budget distribution across months
        • Manual, custom setup (9:15)
        • Standard, automated setups (12:15)
          • Equal
          • Ascending Order
          • Descending Order

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