Set up budget plans

To distribute the budget process to multiple budget contributors, a budget plan can be created. After the budget plan is created, budget sets can be created where individual budget contributors can specify the budget details for which they are responsible.

Note

Note:
When a budget plan is created, the budget plan must be linked to a budget. Only one budget plan can be set up per budget.

To set up a budget plan

  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. On the action bar, choose New.

    A new row appears.

  3. Specify values as required.

Create budgets
Set up budgeting and planning

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