Managers can create budgets and assign them to specific cost centres. Budgets are an effective way of planning and limiting your costs. Budgets within your Viking account must be assigned to specific cost centres to be effective. This means that it is always the combination of a budget and a cost centre that achieves the desired effect. To create cost centres, please also read the corresponding tutorial article “create and assign cost centres”.
Below we will explain how you can create budgets on your Viking account and assign them to specific cost centres.
Log in to your Viking account as a manager
You now get to an overview of all existing budgets for your Viking account.
You can create your new budget.
The currency is preset for your country and cannot be changed.
You can also set a validity period for your budget.
Please note that a budget must be assigned to a cost centre in order to be effective. In the following, we explain how to assign a budget to a cost centre.
You now get to an overview of all existing cost centres for your Viking account. Please remember that you must create a cost centre before you can assign a budget to it. For more information on creating a cost centre, see the tutorial article "Create and assign cost centres".
You now get to an overview of the selected cost centre.
You get to an overview of of all existing budgets for your Viking account.
The selected budget appears with a blue background after the tick is activated.
You get back to the overview page of the cost centre.
This cost centre is immediately subject to the restrictions determined by the assigned budget.
Approvers can lift budgetary restrictions on an exceptional basis. For more information, see the tutorial articles on permissions.
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