Login & Navigation

BUDGET Login URL

https://budget.rsquaredcre.com/Budget/login.aspx

Log in

BUDGET uses Multi-Factor Authentication (MFA) for all users via Auth0. Some organizations use Single Sign On (SSO) in lieu of or in addition to MFA, Please consult your organization’s administrator for details.

For your first login, you will receive an email invitation from Budget <[e-mail]> with a link to login.

• For MFA users, the link will walk you through the MFA setup and login process.
• For SSO users, if you have been set up in your organization’s SSO authentication program, you will log in using your internal SSO credentials.

For all subsequent logins, navigate to the login URL and enter your email: https//budget.rsquaredcre.com

For MFA users, you will be prompted to open your designated authenticator application (selected during the initial login) to enter the one-time code for login.

Password Requirements (MFA Users)

If your organization uses MFA, your password must contain:

• At least 12 characters
• At least 3 of the following:
  • Lower case letters (a-z)
  • Upper case letters (A-Z)
  • Numbers (0-9)
  • Special characters (e.g., !@#$%&^*)
  • No more than 2 identical characters in a row.

Dashboard

After logging in and selecting an organization, Users are then directed to the Dashboard.

1. Client Administration  The highest level of the system hierarchy is the Client Administration. To access the client level of the system, choose the desired client from the list in the top left portion of the screen.
2. Budget Administration  Within each client are separate budgets. To access the budgets within a specific Client, choose the desired Client from the drop-down field in the Budget Administration section in the bottom left portion of the screen and a list of associated Budgets will appear.
3. Budget: Building Administration  The middle portion of the dashboard lists links to the buildings within a User's default budget. Clicking a link from the list will transport the User to the Expense tab for that building.
4. Pipeline Rent Roll  The right portion of the dashboard is an optional component available only to organizations who subscribe to the module. 
5. Quick Search By  Building or Pipeline to quickly link to a building in the Budget: Building Administration section or the Pipeline Rent Roll. Note: in Chrome CTRL+F will also open a web page text search.

Basic Navigation with a Budget>Building

1. The Main Menu is located on the top of each page and displays the major categories to which the user has access:
   • Dashboard: home page
   • Reports: main reports menu which allows selection of run time options.
   • Admin: Access to the Organization Administration.
   • Preferences: home page defaults and password reset (for MFA users)
   • Logoff
2. The Breadcrumb quickly links a user to the Client and Budget levels, while also indicating the current / active budget and building (often referred to in the application as the Source Budget and Building).
3. The Building Tabs organize and group general ledger accounts for capital, revenue, and expense budgeting. Each GL account is associated with one building tab (Client level administrator function).
4. The Sliding Panel allows “quick pick” access to:
   • Budgets – Search and links to authorized budgets
   • Buildings – Search and links to assigned buildings within the current/source budget
   • Reports – Access to “quick pick” financial and leasing reports
   • Help - Access the Knowledge Base, enter a support ticket, link to BUDGET's website
5. The Navigation Tree on the Building tab displays all active nodes available based on user permissions