Using the wizard to create change requests on budget scenarios

You can create change requests for a budget scenario using a wizard. A budget scenario must be in a Ready state to create a change request.

To copy an existing change request, including comments and attachments, see Copying change requests on budget scenarios.

  1. Select Budgeting > Budget Scenarios.
  2. Open the budget scenario.
  3. On the Change Requests tab, click Create Using Wizard.
  4. Specify this information on the Change Request tab:
    Description
    Specify a description for the change request.
    Currency
    Select a currency to use for the change request amount.
    Default Period
    Select a period to use as the default value for the change request line.
    Hide Units
    Select this check box to hide these fields on the Lines tab:
    • Units Amount
    • Current Remaining Units Amount
    • Pending Remaining Units Amount
  5. Click Next.
  6. If you want to create a change request line, then follow these steps:
    1. On the Lines tab, click Create and specify this information:
      Line
      Optionally, specify the change request line.
      Period
      Specify the budget period for which to add or update a budget. If this field is blank, then the value in Default Period is used.
      Budget Dimensions
      Select the budget posting dimensions for which to add or update a budget.
      Amount
      Specify the change request amount. Specify a positive amount to increase or add a budget. Specify a negative amount to decrease a budget.

      If Balanced Amount Changes is selected in the scenario, then any changes to the amounts must be balanced between two or more budget lines. The change request cannot be released until the amounts are balanced.

      Units Amount
      Specify the budget changes for the units.

      If Balanced Unit Changes is selected in the scenario, then any changes to the units must be balanced between two or more budget lines. The change request cannot be released until the units are balanced.

    2. Determine the budget amount and unit amount that are available for the change request.
    3. Click Save and New

      When you save a change request line, several new fields are available. These fields are available only when the status of the change request is Pending Approval or Unreleased:

      • Current Remaining Budget
      • Pending Remaining Budget
      • Current Remaining Units Amount
      • Pending Remaining Units Amount

      For more information on these fields, see Creating change requests on budget scenarios.

  7. To create a change request line from existing budget data, follow these steps:
    1. On the Lines tab, click Create From Budget Data
    2. Select the budget data from which to create change request lines and click Add To Change Request.
    3. Click Close and optionally, edit the line.
  8. To copy a line, right-click the line and select Copy Row. Edit the line and click Save and New.
  9. Repeat the steps to add additional change request lines.
  10. Click Next.
  11. To add comments or attachments to the change request, click Create on the Comments tab. Specify this information:
    Subject
    Provide the subject of the comment.
    Comment
    Provide the comment.
    Comment Made By
    Specify the user name of the user who is creating the comment.
    Attachment
    Browse to attachments to include with the comment.
  12. Click Save.
  13. Click Next.
  14. On the Summary tab, click Release to release the change request or click the link to view the change request.

    After release, if approval is enabled for the budget scenario, the change request status is Pending Approval. When the approval is complete, the status is Released.

    If approval is not enabled, then the change request is automatically released and the status is Released.

    After the approval is released, the corresponding budget line is added.