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 , 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 , 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.

See also

Set Up Budgeting and Planning

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