Set Up Budget Set Contributors

A budget administrator can define a list of budget set contributors. The budget administrator can create, edit, and delete budget set contributors as required. There can be multiple budget set contributors per budget set. Also, a person can contribute to multiple budget sets.

Budget set contributors can create and enter numbers in a budget set within the assigned range of general ledger accounts and dimensions. Budget set contributors are prevented from entering or updating data that is outside the defined budget set.

To set up budget set contributors for a budget set

1. Choose , 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 contributors for the budget plan set, and then on the action bar, choose G/L Budget Sets.

   The G/L Budget Sets page opens.

3. Select the budget plan set for which you want to set up budget contributors, and then on the action bar, choose Manage > Edit.

   The G/L Budget Set Card page opens.

4. On the action bar, choose Related > G/L Budget Set Contributors.

   The G/L Budget Set Contributors page opens.

5. For each budget set contributor that you want to set up, perform the following steps:

   1. On the action bar, choose New.
      A new row appears.
   2. Specify values for fields in the row as required.

Mass create, edit, and delete budget set contributors

Budget administrators can mass create, edit, and delete budget set contributors for multiple budget plans and budget sets.

To mass create budget set contributors

1. Choose , enter g/l budget set contributors, and then choose the related link.

   The G/L Budget Set Contributors page opens.

2. For each budget set contributor that you want to create, perform the following steps:

   1. On the action bar, choose New.
      A new row appears.
   2. Specify values for fields in the row as required.

To mass edit budget set contributors

1. Choose , enter g/l budget set contributors, and then choose the related link.

   The G/L Budget Set Contributors page opens.

2. On the action bar, choose Edit List.

3. Update values for fields as required.

To mass delete budget set contributors

1. Choose , enter g/l budget set contributors, and then choose the related link.

   The G/L Budget Set Contributors page opens.

2. Select the one or more budget set contributors 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. Choose Yes.

See also

Set Up Budgeting and Planning

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