View budget details#
For: Manager | Admin You’ll need: A budget record.
You’ll see the read-only summary of one budget — its period, scope, labor budget, revenue target, and notes.
Open the detail page#
Go to Company → Budgets in the left sidebar.
Click the budget’s row.
Click ‚View details‘.
The page shows period, location (or „All locations“), labor budget, revenue target, and notes.
Verify it worked#
The page renders without an editable form. Use the ‚Edit‘ link to switch to the editable view.