Creating budget scenarios

  1. Select Budgeting > Budget Scenarios.
  2. Click Create.
  3. Specify this information:
    Description
    Specify a description for the scenario.
    Basis
    Select a reporting basis for the scenario. The reporting basis must be set before the scenario can be used for budgeting.
  4. On the Main tab, specify this information:
    Validate Structure Relations
    Select this check box to validate budget import lines and change request lines against the structure relation rules. Structure relation rules are enforced in these situations:
    • When budget imports are created or edited
    • When the Upload Budget or Incremental Upload Budget actions are executed
    • When change request lines are created or edited

    Structure relation rules are not enforced when change requests are released.

    d/EPM Budget
    Select this check box when the scenario is updated by Enterprise Performance Management.
    Cycle
    When using Enterprise Performance Management integration, specify a cycle identifier for the associated Enterprise Performance Management budget with the scenario.
    Version
    When using Enterprise Performance Management integration, specify a version identifier for the associated Enterprise Performance Management budget with the scenario.
    Allow Zero Budget
    When this field is selected, the Clear Budget field on budget imports is available to clear the budget amount and units for a specific accounting string and period.
    Validate Unit Control
    Select this check box to validate budget import lines against Unit Control rules. Unit control rules are enforced in these situations:
    • When budget imports are created or edited
    • When the Upload Budget or Incremental Upload Budget actions are run

    See the Unit Control description in the Creating finance enterprise group topic.

  5. In the Change Request Options section, specify this information:
    Balanced Amount Changes
    If budget changes are used, then select this check box if the amount changes must be balanced.
    Balanced Unit Changes
    If budget changes are used, then select this check box if the unit changes must be balanced.
    Approval Code
    Select the approval code for the change request.
  6. In the Dimensions section, select the check box of the participating dimensions that are used in the budget.
  7. Click Save.