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This is the latest version of the help for Ivanti Service Manager 2018. If you cannot find some of the features described in the help, you may be using an older version of the application. To upgrade the application, click here.
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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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