Marketplace page: https://marketplace.creatio.com/app/salesup-budget-management-creatio

The Sales'Up Budget Management for Creatio is a comprehensive tool for planning and monitoring company budgets directly within your Creatio. The solution allows you to flexibly structure your budget by categories and subcategories, allocate funds by month, and track balances in real time—without the need for extra spreadsheets or manual calculations. If priorities change, funds can be easily reallocated between categories or budgets, maintaining full transparency for every transfer. Thanks to the automatic replacement of planned values with actual ones on a specific day of the month, you always have an up-to-date picture of budget execution—and can make decisions based on real data, not assumptions.

Contents:

Notes and Restrictions

• Requires the Creatio Sales product line, which includes the "Contracts" section.
• The product is compatible with all products on the Creatio Sales platform version 8.0.0 and above.
• The Data Management functionality is installed along with the application. SalesUp Budget Management for Creatio license provides access only to manual budget calculations. To use automatic calculations, you must purchase the Data Management for Creatio license.

Product Installation

Installation instructions are available at the following link:

Product installation

Setting up the "Budget Articles" section

The "Budget Articles" section is necessary for creating articles upon which the budget is based.

To create a budget article, follow these steps:

1. Go to the "Budget Articles" section;
2. Click the "New" button.

1. On the record page, fill in the fields:

• Article — the name of the article by which system users will identify it. A unique name is recommended.
• Currency — the currency of the budget article.