Service Manager powered by HEAT
Capturing Budget Requirements
You can capture budget requirements within a sub-budget plan for tracking purposes.
1.Log in to the Service Desk Console.
2.Open the Sub-Budget Plan workspace.
3.Open the sub-budget record to which to add requirements.
4.Select the Budget Requirement tab.
5.Click New ITFM Budget Requirement. The system displays the New ITFM Budget Requirement window.
6.Enter information into the fields.
| Field | Description |
|---|---|
| Status |
The status. Choose from the drop-down list. The default statuses are: Pending Accepted Implemented Closed Obsoleted |
| Name | A unique name for the requirement. |
| Description | A brief description of the requirement. |
| Contact | A contact name. |
| Entity | Automatically entered based on the selected contact. |
7.Click Save. The window closes and the budget requirement appears in the list.
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