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#
In the sidebar, go to Company → Budgets.
Click the link in the ‘Action’ column at the end of the budget’s row — it reads ‘Edit’ when you have edit rights, ‘View’ otherwise.
The page shows the ‘Date range’, the location (‘Tenant-wide’ when the budget is company-wide), 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.