# Configuring Study Budget Tracking

Manage your cash flow and cost drivers in Veeva Payments by defining your planned budget amounts to match external models, then combine them with _Payable Items_ to track spending across _Studies_, _Study Countries_, and _Study Sites_.

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      <p><strong>Note</strong>: Veeva Payments is an add-on product available for CTMS Vaults. Contact Veeva Support to add Veeva Payments to your CTMS Vault.</p>
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## Object Page Layouts

Configure the following [object page layout](/en/lr/26387/) updates:

  * Add a _Budget_ related object section to the _Study_, _Study Country_, and _Study Site object_ page layouts.
  * Add the _Budget Category_ field to the _Fee Template_, _Fee_, and _Payable Item_ object page layouts.

## Object User Actions
* Assign the following [user actions](/en/lr/43127/#assign-actions) to the _Budget_ object:
  * _Create Budget Items_
  * _Create Country Budget Records_
  * _Create Site Budget Records_
* Assign the following [user actions](/en/lr/43127/#assign-actions) to the _Study_ object:
  * _Create Country Budget Records_
  * _Create Site Budget Records_

Assign the _Create Site Budget Records_ [user action](/en/lr/43127/) to the _Study Country_ object.

## Lifecycle User Actions

* Configure the following [user actions](/en/lr/59885/#user-actions) on the appropriate states of the _Budget Lifecycle_:
  * Create Budget Items
  * Create Country Budget Records
  * Create Site Budget Records
* Configure the following [user actions](/en/lr/59885/#user-actions) on the appropriate states of the _Study Lifecycle_:
  * _Create Country Budget Records_
  * _Create Site Budget Records_
* Configure the _Create Site Budget Records_ [user actions](/en/lr/59885/#user-actions) on the appropriate states of the _Study Country Lifecycle_.

## Defining Budget Categories {#budget-categories}

You must first define _Budget Categories_ before users can track _Budget Categories_ in study budgets in your Vault. To do this, navigate to **Admin > Business Admin > Budget Categories** to **Create** _Budget Category_ records for your Vault that you can track for all studies. After creating global _Budget Categories_ in your Vault, users can track the category on _Fee_ and _Payable Item_ records.

## Related Permissions

You can complete all steps in this article with the standard _System Administrator_ or _Vault Owner_ security profile. If your Vault uses custom security profiles, your profile must grant the following permissions:

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    <td style="width: 338px;">
      <p>Controls</p>
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    <td style="width: 113px;">
      <p>Security Profile</p>
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    <td style="width: 251px;">
      <p>Admin: Objects: Edit</p>
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    <td style="width: 338px;">
      <p>Ability to edit object details and page layouts.</p>
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  <tr>
    <td style="width: 113px;">
      <p>Security Profile</p>
    </td>
    <td style="width: 251px;">
      <p>Admin: Object Lifecycles: Edit</p>
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    <td style="width: 338px;">
      <p>Ability to configure object lifecycles.</p>
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  <tr>
    <td style="width: 113px;">
      <p>Security Profile</p>
    </td>
    <td style="width: 251px;">
      <p>Admin: Object Workflows: Edit</p>
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    <td style="width: 338px;">
      <p>Ability to configure object workflows.</p>
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  <tr>
    <td style="width: 113px;">
      <p>Security Profile</p>
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    <td style="width: 251px;">
      <p><span style="font-weight: 400;">Objects: Budget Categories: Create, Edit</span></p>
    </td>
    <td style="width: 338px;">
      <p><span style="font-weight: 400;">Ability to create and edit <em>Budget Category</em></span><span style="font-weight: 400;"> records.</span></p>
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