Defining an action

To define an action:

  1. Open the Action Definition page.
  2. Select an action type.
  3. Specify a unique name for the action.
  4. Optionally, specify a description.
  5. Optionally, select the action group on which to base the calculation.
  6. Optionally, select the action group in which to include the action.
  7. Select an action date.
  8. Select a spread calculation method.
  9. Optionally, select the Allow budgeter to apply check box. The default value for this option is based on the value specified on the Global Settings page.
  10. If applicable, select the Shift differential only check box.
  11. Optionally, select the Include in Distribution check box.
  12. If applicable, complete any other sections. The options available depend on the action type.
  13. Click Save.