This guide covers the essentials of creating and managing Group Budgets in GATHER.
1) Setup Checklist
To build budgets, you’ll need:
A Group and a Group Reporting Template (GRT).
A defined Budget Year and Budget Period (monthly, quarterly, semi-annual, or annual).
2) Accessing the Budget Interface
Go to Group Financial Planning → Group Budget.
The page lists all budgets with details such as:
Name
Group
GRT
Group Class
Budget Year
Budget Period
Actions available: Edit, Copy, Delete.
If no budgets exist, you’ll see:
“No budget entries available at this time.”
3) Creating a Budget
Click Add Budget.
Enter the essentials:
Budget Name (e.g., “2025 Annual Budget”).
Group (entities included).
GRT (defines the account structure).
Set parameters:
Budget Year.
Budget Period: Monthly, Quarterly, Semi-Annual, or Annual.
Amount Format: Full, or display in K / M / B.
(Optional) Adjust advanced settings:
Group Class toggle – segment budgets by class (e.g., region, department).
Merge Budgets – combine existing structures.
Click Add to create or Cancel to discard.
4) Managing Budgets
From the main budget list, you can:
Edit – open and update values.
Copy – duplicate for a new year or scenario.
Delete – remove entirely.
Budget vs Actuals – run a variance report.
Need help? Visit gather.nexus, click the chat icon in the bottom-right corner, or email us at [email protected] for assistance.