Budget edit dimension hierarchy maintenance

When budget editing is active, dimension hierarchy can be changed. For example, you can add new projects or accounts, or enable budget edits on additional dimension elements. These changes affect the budget group information on the template.

See Budget edits processing.

Follow the recommended steps to ensure that the total obligations on the budget group and the budgeting information are updated accordingly. If dimension changes occur on a regular basis, then you can schedule the process so that it is run automatically.

This table shows the recommended steps:

Process Description
Suspend the budget edit queue Suspend the budget edit queue to ensure that transactions are not processed while changes are made. This process ensures that the budgeting information is correctly updated. You can create transactions while the queue is suspended. The transactions remain in the queue until the process is completed.

See Suspending and resuming the Budget Edit Queue.

Perform the dimension changes
  • Add a new posting element. For example, a new project.
  • Enable or disable the budget edit flag on a posting element.
  • Add, move, or delete the posting elements on an edited summary element.

Dimension changes affect the budget group.

Process pending dimensions on the budget template Pending budget dimensions must be processed after any dimension hierarchy changes.

You can perform dimension changes at any time. The new budget edit dimensions are not edited until you run the Process Pending action.

See Processing pending budget dimensions.

Add the budget data See Maintaining budget data in a scenario.
Resume the Budget Edit Queue See Suspending and resuming the Budget Edit Queue.