How to Create and Manage a Budget Center in the Training Module

Budget center allows you to monitor the initial budget, amount utilized on training, and remaining balance for each budget allocation

Step-by-Step Guide to Setting Up Budget Center

Login to your BrioHR account

1. Click on HR Lounge.
2. Select the Training tab.
3. Navigate to Budget Center.

To create a new budget center:

1. Click on the +Create budget center button.
2. A pop out window will appear to create budget center
   
   1. Name: provide a name for your budget center.
   2. Budget amount: select a currency and input amount.
3. Click Save.

Step-by-Step Guide to Managing Budget Center

Once the budget center is created, you can manage and update it easily. Here is how:

• Change Budget Center Status:
  
  • Active: allows you to select this budget center when creating a training program.
  • Inactive: prevents you from selecting this budget center during a training program creation.
• Track Budget Allocation: The Budget column shows the originally allocated budget for each budget center.
• Monitor Utilization: The Utilized column tracks the amount used from all created training programs.
• Check Remaining Balance: The Balance column displays the remaining amount available for future training programs.

Additional actions:

• Click the pencil icon to edit an existing budget center.
• Click the bin icon to delete an existing budget center.

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.