Strategic Planning - Make Budget Allocations by Assigning Plan Items

Budget Allocations allow you to connect your Operational Budget to your Strategic Plan so every dollar supports your goals. 

Let's start with a video overview on how to Make Budget Allocations. Step-by-step instructions will follow the video. 

Scroll down in the Budget Allocation tab to find the Budget Allocation Line Item Table. 

1. Select one or multiple line items to bulk-assign allocations to those Line Items.
2. Select +Bulk Allocations to quickly apply multiple allocations at once.
3. Click into the box that says Select a Focus Area to assign a Focus Area to that Account.
4. Enter the percentage allocation amount
5. Select the plus or minus icons ( + or - ) to split line item allocations across multiple Focus Areas. 

Note: Allocation percentages can not surpass 100%. 

Select the image to zoom.

Need to Organize or Filter the Budget Allocations Table?

Learn more with this article: Organize and Filter the Budget Allocations Table