Budgets

budgets give finance and hr teams a shared, real time view of how headcount plans track against approved spending limits you define a budget once — with a name, a total amount, a time frame, and the groups it covers — and charthop surfaces that budget throughout the platform on the budgets page, and inside any scenario where your planning changes would affect it how budgets work a budget is a named spending limit that charthop evaluates against your live org data it consists of a name a descriptive label that identifies the budget across the platform a total amount the approved dollar limit for the budget period a time frame a start date and end date that define the period the budget covers a group filter one or more groups (such as departments or teams) that determine which jobs are in scope jobs whose groups match are counted toward budget usage charthop calculates budget usage by applying your org's scenario cost calculation formula (configured under admin > financial settings ) to all active, filled jobs within the budget's group scope make sure your budget amounts use the same basis as your scenario cost calculation (for example, both annualized) so the figures are comparable setting up a budget budgets are created and managed under planning > budgets this section is only visible to users with the appropriate access role (by default cash comp viewer, comp viewer, equity comp viewer, org editor, and people ops admin) to create a budget navigate to planning > budgets click new budget fill in the budget details name a descriptive label, such as "engineering fy27" or "sales q2 " amount the total approved budget in your org's currency start date and end date the time frame the budget covers groups select the departments, teams, or other groups whose jobs should count toward this budget click save managing budgets each budget has a detail page showing amount used the current total cost of all filled jobs in scope, calculated using your org's scenario cost calculation amount remaining the difference between the total budget and current usage usage bar a visual progress indicator showing how much of the budget has been used linked data sheet a data sheet scoped to the jobs covered by this budget for drilling into headcount detail to edit or delete a budget, open it from the budgets list and use the actions menu budgets in scenarios when you work within a scenario, charthop automatically calculates which budgets are affected and surfaces them in the scenario header for each impacted budget, the header shows current usage how much of the budget is used in the live org today, before scenario changes scenario impact the net cost change the scenario would add to (or remove from) the budget total amount the full budget limit a budget appears in the header only if it is active, its groups overlap with the groups affected by the scenario, and the current user has permission to view it visibility and access there are two ways a user can access a budget access role users with cash comp viewer, comp viewer, equity comp viewer, org editor, or people ops admin roles can access the budgets page and see all budgets contact your charthop admin to update your access role if needed direct sharing individual budgets can be shared with specific users users who are shared on a budget can view that budget, even if their access role would not otherwise grant them access to the budgets page budget panels in scenarios within a scenario, a user only sees panels for budgets they have permission to view, either through their access role or direct sharing budgets they cannot access will not appear in the scenario header, including the existence of the field configuring the cost calculation the cost formula used for all budget usage calculations is set org wide under admin > financial settings > scenario cost calculation if you need to adjust how cost is calculated — for example, switching between annualized salary and fully loaded cost — update this setting before creating or reviewing budgets to ensure your amounts and usage figures are on the same basis related resources use case budget scenario docid 50juueax3khjwi4defsp9 — learn how to create a scenario with a fixed budget limit and track spending in real time as you build your headcount plan