Click "Add New Department"
After setting your budget name, period, and entity, click the "Add New Department" button.Enter Department Details
Input a clear department name that aligns with your internal structure (e.g., Sales, Marketing, Operations).Assign Budget Owners
Assign one or more team members as budget owners for that department. These users will be responsible for inputting budget data.Example:
Department: Sales
Budget Owners: John Smith, Jane Doe
Repeat for All Departments
Add additional departments as needed, assigning appropriate owners to each.Continue to Next Step
Once all departments are added and owners assigned, click "Continue" to move on to account assignments.
That’s it! You’ve successfully structured your budget by department and delegated ownership.