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