Folio - Checkbook Budget/Forecast - Settings Menu

Folio - Checkbook Budget/Forecast - Settings Menu

The Forecast from BRAINS is pushed into Folio and Workday Daily and is presented in the Settings Menu in Folio by Cost Center:  

In Folio, navigate to the Settings Menu and then click on the Budgets tab as noted below.  


Now, you can select the appropriate cost center to see the Forecasted amounts, spend and available balances for each line in the selected Cost Center.  Here we can see green shows that spend is within Forecast or Under Budget and items in red show lines that have exceeded Forecast therefore Over Budget:  






    • Related Articles

    • Folio - Order Check Out and Forecast/Budget Check

      During the Check Out process in Folio, users will see the available Cost Centers, Spend Categories and Worktags that are imported from the BRAINS Forecast. A summary of the order will be displayed prior to submission to inform the user whether items ...
    • Coding Guidance - Workday and Folio

      Thanks for visiting! Here is the link to the video recording, please click here. Here is the link to the Presentation that was used in the video as well that contains the links to the documents referenced. Here is the link to the Electronic Blue ...
    • Folio - View Supplier List

      To View the list of suppliers that are in Folio for your company, select the "Settings" menu and then click on the Suppliers tab. This will show a summary list of suppliers specific to your company. To see the full list of available suppliers for all ...
    • Folio - Create Order

      To create an order in Folio, assure you have the appropriate company selected at the top of the screen and navigate to the "Catalog" menu and apply the appropriate filters to find the items, suppliers needed for your order: Add Items to your cart ...
    • Folio - Bills Menu - Invoice Statuses Details / Info

      Click here to see the article on the Folio help page.