Opening and configuring Budgets in the new UI

Select a licensed client in the client picker and open Plan > Budgets. Use the page filters and available reporting periods to choose the forecast scope. Open Export > Budget forecast (PDF) when ready to share it.

Set the account fiscal calendar under Settings > General. For a client-specific calendar, open Settings > Clients > Clients, select the client and review Time & Region. Enable Client Overrides only when this client needs different regional settings. An enabled client override takes precedence over the account default. See Configuring client settings. The forecast allocation and Initiative schedule behavior below still apply; Home/top-menu navigation and Regional Settings page labels describe the classic interface.

For the classic interface, see Customizing Budgets — classic UI.

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