Add Budget

Objective

Create a budget to which costs can be allocated.

Before you start

Configure a budget template if you want to base your budget on a budget template.

How to add a budget

1. From the On Key main menu, click Financial Management > Budgets. The Budgets dashboard opens.
2. Click in the toolbar. The Create Budget screen opens.
3. Populate the required fields on the Overview tab.
4. Save and update the record.
5. Configure the parameters used within the expression on the Parameter tab. Set the parameter values.
6. Save the record.
7. Use the Set Budget Amount custom action in the Assist panel in the sidebar.
8. Save the record.

As a result

The budget and parameters are created.