Overview
Managers → Budget (/managers/3) is the manager-scoped view of learning budget — focused on
approvals and team-level credit tracking. It’s a subset of the full admin Budget panel; you see what
your direct reports do, and you act on requests that route to you.
What you can do here
| Sub-tab | What it does |
|---|
| Overview | Team-level budget health — total available vs. spent, top spenders, request volume. Visible if your org enables the manager Overview feature flag. |
| Requests | Approve, deny, or ask for clarification on learning requests from your direct reports. |
| Users Credits | Per-direct-report credit balances and spending. Filter by date range. |
| Credits | View credit allocations for your team (read-only at the manager level — admins manage the credit types themselves). |
Approving a request
- Open Managers → Budget → Requests (or click the request notification you received).
- Review: requested content, cost, requester, manager justification (if provided).
- Pick an action:
- Approve — request moves to admin for fulfillment (voucher, reimbursement, or direct purchase).
- Deny — request is closed; the requester sees the reason if you add one.
- Request more info — send the request back to the user with a comment.
After approval, the admin handles fulfillment. You’ll see the status update once the user redeems
their voucher / submits a receipt / receives the content.
Tracking team spend
The Users Credits sub-tab shows how each direct report is using their allocated budget. Use it to:
- See who’s actively using their credits and who isn’t.
- Spot patterns (e.g. one person spending heavily on a single provider).
- Decide whether to nudge under-utilizers or recommend resources.
Manager vs. admin budget
| Area | Manager (/managers/3) | Admin (/admin/3) |
|---|
| Approve requests from direct reports | ✓ | ✓ (org-wide) |
| View per-user credit balance | ✓ (direct reports) | ✓ (everyone) |
| Set credit policies | — | ✓ |
| View payments / invoices | — | ✓ |
| Set up budget automations | — | ✓ |
Last modified on May 18, 2026
