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 header.
Click ‘View’ in the ‘Action’ column at the end of the budget’s row.
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 ‘Back to budgets’ at the top, or the ‘Back’ button at the bottom, to return to the list.