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    Create budgeted amounts by period account sets

    To facilitate budget processing, you can create budgeted amounts by period account sets for a budget set.

    To create budgeted amounts by period account sets

    1. Choose Lightbulb that opens the Tell Me feature., enter g/l budget plans, and then choose the related link.

      The G/L Budget Plans page opens.

    2. Select the budget plan for which you want to create budgeted amounts by period account sets for a budget set, and then on the action bar, choose G/L Budget Sets.

      The G/L Budget Sets page opens.

    3. Select the budget set for which you want to create budgeted amounts by period account sets, and then on the action bar, choose Edit Budget Set.

      The Budget page opens.

    4. On the action bar, choose Actions > Functions > Amount by Period Account Sets.

      The Amount by Period Account Sets page opens.

    5. Specify values for fields as required.

    6. Choose OK.

    Related information

    Budgeting and planning

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    All Rights Reserved | Sparkrock © 2025