To view and edit Salary and Budget data, you will need to be assigned Budget permission.

  • If you require Budget permission and don't have it - you will have to connect with the Organisation Account Owner, or another within the Organisation who has Budget permission and ask them to grant you that permission.

    • Permissions can be updated in the 'People' tab under 'Your Organisation' icon, accessed via the blue left-hand Navigation Bar.

At the top of the Team Design, click the Budget button. This will reveal the Role Budget field for each role in the team as well as the Budget data in Team Metrics.

If members are assigned to roles and their salary has been populated in their profiles, this data will appear in the Budget field for their role. If member's are not assigned, you can enter Budget data into that field.

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