Budget Detail Setup

Before starting the budget detail process, the budget needs to be defined. For time budget, Budget Detail can be setup by operating unit, department, and/or employee. Additionally, expense budget detail can be distributed across operating unit, department, employee, expense group, and/or expense type.

Time Budget Detail Setup

• Access the Budget setup window.
  • Click on Detail on a budget.
• Click the Add button to create new details
• Select the following optional fields for which the budget should apply.
  • Operating Unit
  • Department
  • EmployeeID
• Click Save

Expense Budget Detail Setup

• Access the Budget setup window.
  • Click on Detail on a budget.
• Click the Add button to create new details
• Select the following optional fields for which the budget should apply.
  • Operating Unit
  • Department
  • EmployeeID
  • Expense Group
  • Expense Type
• Click Save