Plannuh | Help Center

How do I create Budget Segments?

Your budget organization is like a people organization. You should have one segment in your budget organization assigned to each budget manager

One of the most powerful capabilities of Plannuh is the ability to split your budget into segments and assign those individual pieces to be managed by members of your team.

By splitting the budget into a budget organization, you can distribute accountability for managing the budget while maintaining visibility and alignment across the team.

To split your budget into Segments, go to the budget settings and click the + to add additional nodes to your budget.

Screen Shot 2018-10-04 at 2.33.12 PM-1

In general, each budget note should map to one individual who manages that particular piece of your overall budget. In some cases, you might want to assign more than one piece of the budget to a single individual if you need to have separate reporting invisibility for those individual pieces of the budget.

When you finish adding new segments to your budget, you can distribute some of the funds from your overall budget into the new segments by filling out the table on the right-hand side of the screen. If you are adjusting the budget numbers, make sure the "budget remaining" role with the bottom of the screen balances to $0 and then click "finish".

The updated budget organization will appear on your dashboard in the budget hierarchy widget.

Screen Shot 2018-10-04 at 2.35.47 PM

Related Topics