Activating templates with selective budget groups

When a template has multiple dimensions or a large number of budget groups, the standard activation processing time can be excessive. Use this procedure to reduce the processing time by activating templates without generating all combinations of budget groups.

The generation of a budget group is deferred until a transaction or obligation is created for the budget group.

The total obligation of the created budget group includes posted balances and released Global Ledger transactions.

  1. Select Budgeting > Budget Scenarios.
  2. Open a scenario.
  3. Open a template.
  4. Select the Selective Budget Groups Generation on Activate check box. Only budget groups with these transactions are generated during activation:
    • Unreleased, released, or pending approval Global Ledger transactions
    • Unreleased commitments or encumbrances
    • Unreleased budget change request lines
    • Released commitments or encumbrances with a difference amount
  5. Click Save.
  6. Select Actions > Activate.
  7. To generate additional budget groups, specify this information:
    Generate Budget Groups with Budget
    Select this check box to generate budget groups with data from the budget scenario. These budget groups with data must match the template dimensions.
    Generate Budget Groups From Transaction History
    Select this check box to regenerate budget groups that were generated by the template from previous activations. This option is not applicable if the template is new.
    Maximum Budget Groups To Be Generated From Each Option
    If one, or both check boxes are selected, then specify the maximum number of budget groups to generate from each option. This number is in addition to the number of budget groups that are generated when the Selective Budget Groups Generation on Activate check box is selected.

    For example, if the value is 100, and both check boxes are selected, then 100 budget groups with budget, and 100 budget groups from transaction history are also generated aside from the selective budget groups.

    If the value is zero or blank, then no additional budget group is generated even if the two check boxes are selected.

  8. Click Submit.