For: Account Owners, Administrators, Controllers, Budget Owners, Cost Centre Owners/Viewers, and Sub-budget Viewers.
How to select a specific period
You can apply a period filter from two places:
The main Budgets overview page (applies to all budgets at once)
Inside a specific budget (applies only to that budget)
To change the period, use the period selector and choose one of the following options:
Overall | All spend across the entire budget period |
Custom | A date range you define manually |
Once selected, the view will update to show only the spend and committed amounts for that period.
Important things to know
Session only: Your period selection is temporary. It only applies during your current session and resets to the default view (current month) the next time you log in.
Data is not affected: Changing the view period does not modify the underlying budget data or affect budget exports. Exports always include data for the full budget period.
Committed vs. used spend: Both committed (approved but not yet paid) and used (paid) spend are filtered according to the selected period.