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

1. Choose , enter g/l budget plan statuses, and then choose the related link.

   The G/L Budget Plan Statuses page opens.

2. On the action bar, choose New.

   A new row appears.

3. In Code, specify a code to represent the new budget plan status.

4. In Description, specify a description of the new budget plan status.

To edit a budget plan status

1. Choose , enter g/l budget plan statuses, and then choose the related link.

   The G/L Budget Plan Statuses page opens.

2. On the action bar, choose Edit List.

3. 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?

4. To complete the update, choose Yes.

To delete a budget plan status

1. Choose , enter g/l budget plan statuses, and then choose the related link.

   The G/L Budget Plan Statuses page opens.

2. 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?

3. To complete the deletion of the status code, choose Yes.

See also

Set Up Budgeting and Planning

Feedback

To send feedback about this page, select the following link:

feedback-product-docs@sparkrock.com