Enabling budget group checking

  1. Select Budgeting > Budget Scenarios.
  2. Open a scenario and click the Edit Templates tab.
  3. Open a template. Specify this information:
    Check Groups
    Select this check box to monitor budget groups that have reached the budget or exceeded the budget threshold.
    Check Threshold
    If the Check Groups check box is selected, then specify the budget check threshold.
  4. See Budget groups that have reached budget threshold for information on budget groups that have reached the budget threshold.
    Check Budget Groups
    To add a group to budget check reporting, specify the Financial Enterprise Group in Check Groups, then click Submit.