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Budget Home
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Available in Classic/VPC.
In the Budget Home menu, you can view the basic settings, budget planning and allocation information, and status statistics of the Budget service at a glance. You can also click the card or information displayed in the content area to directly use the corresponding function.
To use the Budget Home menu, click Budget Home in the left-side menu area of the Budget service.
The Budget Home page is laid out as follows.
Field | Description |
---|---|
① Content tab | Select the content to be displayed in the Content Area |
② Content area |
Getting Started
When you access the Budget service for the first time, the Getting Started page will guide you through how to set budget-related information. Each setting item is displayed as a closed card. Clicking a card once will open the card to show the basic settings. Click it again to go to the related menu.
To use the Budget service more conveniently, follow the order of cards in the Getting Started page and complete the settings for all items.
Field | Description |
---|---|
① Set Budget | Directs you to the Set Budget menu for managing the basic settings to use the Budget service. |
② Set Budget Item | Directs you to the Set Budget Item menu for registering budget items. |
③ Set Budget Type | Directs you to the Set Budget Type menu for setting and managing budget types. |
④ Manage Permissions | Directs you to the Manage Permissions menu for managing the permissions to use the Budget service. |
Dashboard
After completing all the settings in the Getting Started page, the Dashboard page will appear when you access the Budget service. The Dashboard page displays budget-related summary information in card form.
The following cards are displayed in the Dashboard page.
Field | Description |
---|---|
① Summary Information | |
② Budget Report |
Timeline
Displays up to 100 usage logs of the Budget service for the past month, sorted by newest first. Click the link for each item to go to the related menu.