Once the budget is created, the details can be viewed. The view is split into 2 views - Summary and Details.


Summary Details 

  1. This is the budget tool bar. Different options will be displayed depending on what the budget status is. For a budget in draft, the following options are available:
    1. Edit Budget - make any changes to the budget details set in step 1 of the create budget process
    2. Edit Tenancy Concessions - make any changes to the concessions for each tenancy
    3. Manage Budget Areas - include/exclude areas from the budget
    4. Create Schedule - create a new schedule to add to the budget
    5. Approve Budget - once the budget is ready, the approval process can begin (link into approval process)
  2. Run Summary Report - this generates a report which outlines the schedules, expense accounts included in the schedules and the budgeted cost for each. It can be downloaded to PDF and CSV
  3. Manage Expense Accounts - make any changes to the expense accounts included in the schedule set in step 4 of the create budget process


Under Tenancy Details, the following Tenancy Outgoing Concessions can be set on commercial and mixed tenancies:

  • Cap - enter the maximum the tenant will be charged for the budget
  • Collar - enter the minimum the tenant will be charged for the budget
  • Fixed Amount - enter the amount the tenant will be charged for the budget
  • Percentage of Rent - enter the percentage of the tenant's rent amount that will be charged for the budget
  • Rent Inclusive/Gross - the tenant is charged for the budget with their rent amount

Each schedule row can be expanded and collapsed.


The budget can be archived from this view.

Budget Detail


  1. Change the display of budget allocations per area across the expense codes in the schedules between percentages and amounts
  2. View the tenancy (opens in a new tab)
  3. Edit the schedule created in step 3 of the create budget process


Each schedule row can also be expanded and collapsed in this view.


The budget can be archived from this view.


Next: Approving a Budget by Area