---
title: "Employee Budget"
slug: "employee-budget"
updated: 2024-01-30T19:38:29Z
published: 2024-01-30T19:38:29Z
canonical: "wiki.cobblestonesoftware.com/employee-budget"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Employee Budget

### **Employee Budget**

**Purchase Orders: Employee Spend Limits**

Contract Insight supports the ability to give the employee/user a spending limit for the fiscal budget year.

To give the employee a spending limit, navigate to **Employees** > **Employee List**.

![Navigate to Employee List](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Employee%20List.png)

Once on the Employee List screen, click **View** to the left of the employee’s **Last Name**.

![Click View on an Employee to access their record](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(29).png)

On the **Employee Details** screen, scroll down to the **Employee Budget Spend Limits** sub-table.

![Employee Budget Spend Limits table](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Employee%20Budget%20Spend%20Limit.png)

**Adding Employee Budget Spend Limit(s)**

To add **Employee Budget Spend Limit(s)**, click **Add**.

![Click Add to create an Employee Budget Spend Limit](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Employee%20Budget%20Spend%20Limits.png)

On the **Add** screen enter in the **Fiscal Budget**, **Date for Fiscal Budget Year**, and is the record **Active**. When the required fields are completed, click **Save & Continue** to add the spend limit for the employee.

![Enter Required Fields for the Budget Spend Limit](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(7).png)

**Viewing and Managing the Spending Limit:**

To view an employee budget spending limit from the sub-table, click **View**. The **Record Details: Employee Budget Spend Limits** screen displays.

![Click View to view an Employee Budget Spending Limit from the sub-table](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Added%20Budget%20Spend%20Limit(1).png)

**The Side Menu**

**Copy Record** – the employee can copy the budget spend limit by clicking **Copy Record**.

**Return** – Clicking **Return** will bring the user to the **Employee Details** screen.

**View History** – To view the **History Details & Audit Log** screen for this record, click **View History**.

**Delete Record** - If clicked, a prompt displays: Are you sure you want to delete this record?. Click **Yes, delete it** to remove the record.

**Spend/Budget Alert**

On a **Purchase Order**, when a **PO Line Item** or **Line Item** for **Requests** is added from the **Catalog** to which the employee is assigned to the calculations in the **Budget-Spend** alert atop the screen start to calculate. This alert that shows atop the screen on **Purchase Orders** and **Requests** within the system. This alert shows the **Budget-Spend Tracking** for the **Employee Ordered For** and the **Buyer/Assigned to**. Also, it lets the employee know what their **Spend Limit (budget)** for the Fiscal Year is, their **Actual Spend Amount (budget)** for the Fiscal Year is, their **Pending Spend Amount** for the Fiscal Year is, and then calculates the **Remaining Budget** for the Fiscal Year.