Detail Budgeting set up

When setting up budgeting data entry for your users, you can create the ability to specify detail level information. Instead of specifying total numbers for salary and benefits, you can specify detail information for each individual employee, including promotions, commission, FICA, and so on. Similarly, you can include detail information for assets which will list an individual asset with acquisition dates and depreciation method.

You can specify Detail Budgeting data for a particular version, a main dimension, such as the Unit dimension, and optionally a secondary dimension, such as Product or Sales Channel. Multiple entries in Detail Budgeting are then summed to a single schedule line by mapping the Detail Budgeting data to schedule lines.

You can load Detail Budgeting data from your human resources or other system from delimited text files or Excel spreadsheets. See Importing Detail Budgeting data.

If you are using Employee or Asset Budgeting, you must set up Detail Budgeting. This includes setting up employee and asset types, selecting the main and secondary dimensions, and selecting the number of periods to include. You can use the Setup Detail Budgeting command from the Architect Activity menu to do this.