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Vantage users can create and assign a Budget to a Cost Report. Once a budget is assigned, it is easy to see how costs are trending for a particular service, business unit or team compared to their prescribed budget.

Example Budget

To create a budget, head to the Budgets tool in the console. Budgets are scoped to a specific workspace, and access can be controlled via Teams.

Importing Budgets

If you have existing budgets in spreadsheets or another tool you can import them all at once by uploading a CSV file. Click the upload icon next to "New Budget" to get started.

Expected Format

An imported budget should be a CSV that contains a header row in which the first value is a unique string or identifier and all subsequent values are a month in the format of “YYYY-MM” (e.g. 2023-02 for February 2023). Every subsequent row in the CSV is the name of the budget and values expressed as decimals for every month there is a budget present for. An example format is shown below.

Budget Name2023-022023-032023-042024-052024-06

Fixing Import Errors

Budget import errors

If there is a formatting error in your CSV, the import wizard will display where the error occurred. To fix it, you must fix the data in your source CSV and re-upload it.

Linking Budgets to Cost Reports

Budget data lives right alongside spend and forecasts in Cost Reports. When you create a Budget, you can assign it to a Cost Report. Once assigned, the budget will report on month-to-date performance from within the cost report view.

Budgets show as a yellow line in the cumulative and daily, weekly, and monthly views. The budget does not show if Group By is selected. To return to the Budgets tool, click on the name of the budget in the right-hand side. If you select the Weekly view, you may see the budget line dip for the first and last week of the month. This is because the budget is metered per day.

Example Budget

On the Budgets page you can click the 3 dots to edit the Budget, assign it to a different cost report, rename it, and so on.

Budget Periods

Budgets can have multiple budget periods, one for each month, with a specific amount for each period. If you create a budget for a past date, it cannot be edited.