Field and Options Use the fields and options in the Financial Budget submodule to view or modify budgets. Related Topics:Display the Financial Budget Submodule You display the Financial Budget submodule in the General Ledger module under Finance & Administration. Budget List Tab The Budget List tab of the Financial Budget submodule displays existing budgets, including inactive ones. It also displays the budget creator and approver, as well as the fiscal year covered by the budget and the approval date. Depending on your role in WorkBook, you can create, delete, copy, and/or approve financial budgets on this tab. You cannot delete approved budgets. Account Budget Tab Use the Account Budget tab to make changes or additions to your budget by account. If you want to evenly distribute an annual budget amount across all months in the fiscal year, enter your annual amount in the Total column. Dimension Budget Tab Dimensions are attributes that enable you to categorize and filter data. The Dimension Budget tab displays the dimensions that you added to the budget using the Financial Budget Setup pane on the Budget List tab. On this tab, you can select the dimension for which to enter or display a budget. For example, if your company has an "Employee" dimension and an operating account to contain employee salaries, you can display and modify the salary budget for each employee that was defined for this particular dimension. Financial Budget Setup Pane Use the Financial Budget Setup pane on the Budget List tab of the Financial Budget submodule to add or delete dimensions and budget accounts, and to change the title and fiscal year for unapproved budgets. Parent Topic: Financial Budget HomeWorkBook Online HelpFinance & AdministrationGeneral LedgerFinancial BudgetField and Options
Field and Options Use the fields and options in the Financial Budget submodule to view or modify budgets. Related Topics:Display the Financial Budget Submodule You display the Financial Budget submodule in the General Ledger module under Finance & Administration. Budget List Tab The Budget List tab of the Financial Budget submodule displays existing budgets, including inactive ones. It also displays the budget creator and approver, as well as the fiscal year covered by the budget and the approval date. Depending on your role in WorkBook, you can create, delete, copy, and/or approve financial budgets on this tab. You cannot delete approved budgets. Account Budget Tab Use the Account Budget tab to make changes or additions to your budget by account. If you want to evenly distribute an annual budget amount across all months in the fiscal year, enter your annual amount in the Total column. Dimension Budget Tab Dimensions are attributes that enable you to categorize and filter data. The Dimension Budget tab displays the dimensions that you added to the budget using the Financial Budget Setup pane on the Budget List tab. On this tab, you can select the dimension for which to enter or display a budget. For example, if your company has an "Employee" dimension and an operating account to contain employee salaries, you can display and modify the salary budget for each employee that was defined for this particular dimension. Financial Budget Setup Pane Use the Financial Budget Setup pane on the Budget List tab of the Financial Budget submodule to add or delete dimensions and budget accounts, and to change the title and fiscal year for unapproved budgets. Parent Topic: Financial Budget HomeWorkBook Online HelpFinance & AdministrationGeneral LedgerFinancial BudgetField and Options