We’re excited to introduce Budget Management, a powerful new feature that enables learning teams to create and manage annual budgets directly in Cognota.
Now, you can connect financial planning directly to the work your team is doing, enabling better visibility, smarter decisions, and stronger alignment with strategic priorities. Here’s what you can expect:
Centralized Planning for Visibility: Build and structure your budget by team, project, or vendor—whichever view works best for how your organization allocates funds.
Flexible Budget Allocation: Distribute your budget monthly, quarterly, or yearly, and align each line item to the appropriate source, program, or vendor.
Track Actual Spend and Variance: Enter actuals over time and instantly compare against planned spend to monitor progress and catch misalignment early.
Built for Collaboration: Add comments, upload supporting documents like invoices, and keep stakeholders in the loop with shared visibility into budget performance and ROI.
With budgeting connected to your existing workflows, your team can manage financial planning in the same space as your learning operations. That means less toggling, better decisions, and a stronger connection between investment and impact.
You’ll find the new Budgets page in your main navigation, where you can create, manage, and report on all your financial plans for the year.
Check out how it works: