The Budget tab brings together authorized limits, recorded consumption, billing context, and the history of budget changes.
For each configured dimension, review Authorized, Consumed, Remaining, and the percentage used. Use Set Budget if none exists, or Adjust Budget to add authorization when permitted.
Review amounts expensed and hours logged alongside Total Invoiced, Paid, Outstanding, and Uninvoiced Expenses. These figures provide context; invoice balances and budget remaining are different measures.
Review dated changes, the previous and new values, the amount changed, the reason, and the user recorded for the adjustment.
The Info tab provides a compact status view. Its History action opens the Budget tab's history, and Adjust opens the budget settings form for authorized users.
Check permissions and case-type settings. No budget set, budgets disabled, and data temporarily unavailable mean different things; a loading error is not evidence of zero usage.