Customizing Budgets

Frankie Ryan
Frankie Ryan
  • Updated

Budgets in Lifecycle Manager X give you a clear, interactive view of a client's projected IT spending. You can filter and customize what's included in the forecast to create a view that aligns with how you and your clients plan, discuss, and approve initiatives.

This article covers accessing the Budget page and using the available filters to tailor the budget to your needs.

Who can use this feature?

  • Partners with Lifecycle Manager X features enabled for a client
  

Accessing a Client's Budget Forecast

  1. In the top navigation bar, click Home to access the Client list.
     
  2. Select a client with Lifecycle Manager X enabled by clicking their name. The Client's Profile page will open.

     
  1. Click Budget from the Plan section of the navigation panel on the left.

     

Customizing the Budget Forecast

The controls at the top of the Budget page allow you to choose which data is included in the budget forecast.

  • Filter Initiatives
    Control which initiative statuses are included in the forecast.
  • Filter Asset
    Filter the asset types included in the budget.
  • Contracts
    Toggle contract costs synced from your PSA.
  • Include Only Billable Contracts
    Limit contract costs in the forecast to billable contracts only.
  • Include Overdue
    Toggle items that are overdue in the budget.

Adjusting the forecast timeline

These settings control how the forecast is divided and displayed over time. You can choose whether the forecast is shown quarterly or yearly, how far into the future it extends, and where the timeline begins. These changes apply to the Budget table, chart, and PDF export.

  • Periods to Show
    Controls how many periods (up to 12) are included in the forecast.
    This affects the number of columns shown in the Budget table and chart, and determines how many time periods are included in the Budget PDF.
  • Reporting Period
    Define a reporting period, by month, quarter, or year.
    This affects the column headers in the Budget Forecast Table, the grouping in the chart, and the structure of the exported budget PDF.
  • Generate Budget Forecast as of:
    Where the forecast timeline begins. Select the year and quarter or month you'd like the forecast to start from.
  • Current fiscal year started:
    This label shows which month the fiscal year begins for the selected client. It determines how quarters and years are labeled in the forecast. 
    Clicking the label opens the client's Regional Settings page, where the fiscal year start can be changed.

Note: In standard accounting terms, a fiscal year is named after the calendar year in which it ends, not the year it starts. 

For example, a fiscal year that starts in July 2026 ends in June 2027 and is referred to by that ending year, 2027.


Q1 of the fiscal year in this example would be July until September, Q2 would be October until December etc.

Keep this in mind when choosing the starting month for a client's fiscal year. For steps, see Configuring Client Time and Date Settings.

  

After selecting the filters and settings you want, you can export the forecast as a Budget PDF to share with your client or include in a meeting.

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