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Budget Planning·支援代碼BUDGET-001

How to Submit a Budget Request

The end-to-end process for submitting a department budget request and getting it approved in WorkVell.

Open New Budget應用程式Open the actual screen in the app立即開啟

您想做什麼？

Submit Q2 advertising budgetIn New Budget, pick your department and the "Advertising" line item, then enter the amount and period.
Budget for PCs or equipmentChoose the "Equipment" or "Supplies" line item and create a new request.
Ran out of budget mid-periodKeep the approved budget as-is and file a "Revised Budget" for the difference with a reason.
Check remaining and spendingSee the remaining amount and utilization by period and department in the budget list.

How to submit a budget request

First, where the screen lives. From the dashboard's left menu, follow this path.

DashboardManagementBusiness PlanningNew Budget
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  1. 1

    Open the screen

    From "Management → Business Planning", open New Budget.

    開啟
  2. 2

    Enter the details

    Enter the budget period, department, and line items (personnel, equipment, advertising, etc.).

  3. 3

    Attach evidence

    Attach quotes or cost breakdowns (Excel, PDF).

  4. 4

    Get it approved

    Pass through the approval flow: manager → finance → executive.

  5. 5

    Start spending

    Once approved, the budget is confirmed and expense/purchase spending can begin.

Setting up line items

Admins can configure company-specific expense categories (accounts). Standard categories include personnel, welfare, equipment, supplies, and advertising.

Need to revise a budget

To change the amount after a budget is confirmed, file a "Revised Budget". The confirmed budget stays in place; enter the change amount and a reason.

File a revised budget

Check your remaining budget

The budget list shows budget vs. actual vs. remaining and the utilization rate, by period and department.

Open the budget listView budget vs. actual

Key terms

點選術語以查看說明

Revised budget — A request to increase or decrease a confirmed budget mid-period. Requires the change amount and a reason.

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使用範例

Submit ¥5M advertising budget for Q2 → approved through manager, finance, and executive flow

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