Budget templates

The budget data is held in a budget scenario. The budget edit constraints on a scenario are represented by a budget template. A template edits against a budget scenario dimension or a subset of dimensions. A budget scenario can have multiple active budget templates. All active budget templates are checked during transaction. Transactions fail if any template determines that budget is exceeded.

The activate process must be initiated for the template to edit transactions. The template for budget edits is prepared by the activate process.

When budget editing is active, adding new templates may be required. To safely make these changes, you must follow the recommended steps to ensure that the budget editing information is properly updated.

See New budget templates.