Set up budget sets

Budget administrators can create budget sets that define the range of general ledger accounts and dimensions that budget contributors can specify for a budget. Budget sets are created from a budget plan. For information about how to set up budget administrators, see Set Up Budget Administrators.

To set up budget 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 set up budget sets, and then on the action bar, choose G/L Budget Sets.

    The G/L Budget Sets page opens.

  3. On the action bar, choose New.

    The G/L Budget Set Card page opens.

  4. Specify values as required.

To edit a budget set

  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 edit 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 that you want to edit, and then on the action bar, choose Manage Edit.

    The G/L Budget Set Card page opens.

  4. Update values as required.

Set up budgeting and planning

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