Set up budget plan statuses
To track the progress of budget plans, you can create and manage a list of budget plan statuses. The default Sparkrock 365 budget plan statuses are ACTIVE and CLOSED.
Note
Note:
The default budget plan statuses of ACTIVE and CLOSED can be deleted or renamed as required.
To create a budget plan status
Choose
, enter g/l budget plan statuses, and then choose the related link.The G/L Budget Plan Statuses page opens.
On the action bar, choose New.
A new row appears.
In Code, specify a code to represent the new budget plan status.
In Description, specify a description of the new budget plan status.
To edit a budget plan status
Choose
, enter g/l budget plan statuses, and then choose the related link.The G/L Budget Plan Statuses page opens.
On the action bar, choose Edit List.
Update the Code or Description as required.
A dialog box appears and displays the following text:
Your change might update related records, which can take a while. Do you want to continue?
To complete the update, choose Yes.
To delete a budget plan status
Choose
, enter g/l budget plan statuses, and then choose the related link.The G/L Budget Plan Statuses page opens.
Select the budget plan status that you want to delete, and then on the action bar, choose Delete.
A dialog box appears and displays the following text:
Go ahead and delete?
To complete the deletion of the status code, choose Yes.
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