Customer Budgets Single Dialogs Workspace

Use this workspace to enter and maintain monthly revenue budgets for customers, which is the amount of revenue expected from the customer.

For each month in the fiscal year, you can enter a summary budget amount or break out budgets by activity type or item group.

The Customer Budgets tab displays information about the current customer and the fiscal year for which you are budgeting. In the Budget Lines sub-tab, you can enter the expected budget figures for each month. You can also enter budget figures by activity type (time/amount), by item group, or as a summary for each month.