Note: We introduced budgets in Financial Edge NXT to help enhance and improve the feature by monitoring your feedback. We will release additional new budget features soon, including the ability to add and edit scenarios. To provide feedback for budgets in the web view, let us know what you think in the Community.
In General ledger, Budgets, advance your budget experience by developing, copying, forecasting, and monitoring multiple budgets over current, past, and future fiscal years or period ranges. The list of budgets stores all the information you need to track and manage a budget. This includes the budget type, status, and any associated scenarios, projects, and grants.
Tip: The Budgets page appears only if you have Budget Management enabled in the database view. Security rights and permissions are managed in the database view.
Note: To minimize the data you view in the list, select Filters on the action bar. For more information, see Budget Filters.
To view a budget's scenario, select View from the row's menu . The scenario details appear. For more information, see Scenarios.
Tip: To quickly enter budget data in a Microsoft Excel spreadsheet and then submit it so you can monitor the data in the web view, download the Budget Creator add-in from Microsoft's Office Store. This enables bulk data entry and saves time, especially when entering similar data. For more information, see Budget Creator Excel Add-In.
Security in the web view leverages existing security settings from your database view.
Accounts — Accounts are required for budgets. Therefore, account data appears when you do not have permission to view accounts.
If you can view accounts, but do not have rights to view a specific account (using advanced security in the database view), a row for the applicable account does not appear.
Projects — If you do not have permission to view projects, the Projects column does not appear and you cannot filter or group data by projects.
If you can view projects, but do not have rights to view a specific project (using advanced security in the database view), the applicable project row appears with asterisks (*) to mask the data.
Grants — If you do not have permission to view grants, a row for the applicable grant does not appear. However, if the grant is a transaction code in the database view, the row appears.
You must have security permissions to delete a budget's scenario.