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Configuring Budget Trackers

This guide explains how to manage the visibility of sections within the Budget Tracker and how to rename labels or comp elements.

 

Show or Hide Spent, Budget, or Progress

  1. In the cycle, click the gear icon in the Budget Tracker of the comp element you want to edit.

  2. Use the toggle to show or hide the budget tracker sections:

    • Show "Spent"

    • Show "Budget"

    • Show "Progress"

  3. Click Save to apply your changes.

Renaming Spent and/or Budget Labels

  1. In the same modal, type in the updated label for Spent or Budget as required.

  2. Click Save to apply your changes.

Renaming the Comp Element

To rename the comp element itself:

  1. Navigate to the Edit Columns page.

  2. Search for the comp element you want to rename.

  3. Update the name directly from there. The updated naming convention should now update in the workbook as well (i.e Salary Increase -> Merit Increase)

That's it! You're all set to proceed with the next step 🚀