Tracking Project Budgets
Overview
The Budgets tab provides you with a high-level overview of all project budgets you’re assigned to.
You can review roles, team composition, who approves your leave or hours, and — when necessary — remove yourself from a budget you’re no longer involved in.
Who Benefits
Employees – view the projects you’re part of and understand who manages approvals
Project Managers – get visibility into team members and responsibilities per budget
HR & Finance Teams – track budget ownership and ensure consistent approval structures
Steps to Track Your Project Budgets
Go to the Budgets tab
Navigate to Self Service → Budgets to view a list of all active budgets you’re associated with.
Review the budget list
Each row in the table gives you the following info:
Name – the title of the project budget
Admins – people who manage the budget setup and ownership
Leave Request Approvers – people who approve your time-off requests within this project
Hours Approvers – people who review your reported hours
Members – the full list of team members assigned to this budget
Sign out of a budget
If you’re no longer active in a project:
Click the “Sign out of budget” button on the right side of the relevant row.
This action removes your association and stops future assignments or approvals within that budget.
Outcome
Keep track of who manages and approves your work within each project
Confirm which budgets you’re currently contributing to
Ensure proper project alignment and reduce administrative overhead
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