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What do Upcoming budgets, Historic budgets and Budget cycle settings show?

In Budget management you have several tabs:

  • Upcoming budgets:

    • Shows future budgets that you have scheduled (or that will start when the Order starts).

  • Historic budgets:

    • Shows past budgets that have been used.

    • Columns typically include:

      • Budget type

      • Dates

      • Budget amount

      • Optional reference

      • Who created it (user email or “Adcredo” system).

  • Budget cycle settings:

    • Shows:

      • Cycle type and rollover status.

      • Cycle start/end dates.

      • Cycle budgets and actual spend.

      • Any rollover amounts into the next cycle.

You can deactivate rollover here, but you cannot change the cycle type from this tab.