Published at: 2026-10-12

Enable the app and permissions

Enable the Budget Management app, then grant budget settings or object permissions by job responsibility.

Overview

Budget Management is a separately purchased business capability. After you enable it, the enterprise can create expense budget sheets and configure budget types and consumption rules. The web entry of Budget Management is the Budget Management app in the main navigation, or under More. Users without app permission cannot see the app. Users without object permission cannot see the matching menus and documents in the app.

Before you start

❗
  • Role permission: You need CRM administrator permission, or permission to maintain global app permissions.
  • Enterprise purchase: The enterprise has already purchased the Budget Management app.
  • Business scope: You already know who creates budgets and who maintains settings.

Configuration steps

  1. Grant the Budget Management app license to users who need to create or edit budget data.
  2. Assign the Budget finance role to users who create, adjust, and carry forward budgets in daily work.
  3. Keep the CRM administrator role for users who need to change menus, the homepage, and budget settings.
  4. Confirm that view and create capabilities of each object match the job.

App license

License Purpose
Budget Management app license Authorizes which roles can use Budget Management. It occupies product usage quota. Create and edit actions for expense budget sheets, Budget Breakdown, Budget Adjustment Form, and Budget Carryforward are controlled by this license

Business roles

Role Purpose Feature scope
Budget finance Budget business operations Expense budget sheets: view, create; budget income and expense entries: view; Budget Adjustment Form: create, Budget Supplement, Budget Deduction, Budget Allocation, and approval; budget summary tables: view; Budget Breakdown: view, create; Budget Carryforward: view, create
CRM administrator Budget settings and view management Set the web app view, including app menus and the homepage; set budget subjects, budget types, and budget consumption rules

App entry

  1. In the web main navigation, open Budget Management.
  2. Confirm that menus are grouped into Budget Management and Budget Settings.
Budget Management app entry

Configure app visibility

  1. Go to Setup > App List > Budget Management.
  2. Add the users or functional departments that need Budget Management to the Applicable Scope of the Budget Management app. The default Applicable Scope of a platform app is the whole company.
  3. Save.
Budget Management global app permission

Configure app menus

  1. Go to Setup > App List > Budget Management.
  2. In the web view Default Template, you can edit preset app menus.
  3. Save.
Budget Management global app permission

Assign capabilities by job

Use the following as a reference. An administrator needs to assign permissions to the related roles: | Job | Required capabilities | | :— | :— | | Budget finance | Budget Settings, used for subjects, budget types, consumption rules, and accrual rules | | Finance creators and business users | Object permissions such as Expense Budget Sheets, Budget Breakdown, Budget Adjustment Form, and Budget Carryforward | | Finance reviewers | Object permissions for Budget Summary Tables, Budget Income and Expense Entries, and Budget Accrual Records |
Related Operations for each object still depend on the permissions you assign to the role.

Verification

  • CRM administrators and authorized users can open Budget Management from the main navigation.
  • Users who are not CRM administrators or budget finance cannot see rule configuration in Budget Settings.

Related topics

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Maintain budget master data