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 when these situations occur:
    • Budget imports are created or edited
    • The Upload Budget or Incremental Upload Budget actions are run
    • 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. Use the clear budget field to clear the budget amount and units for a specific accounting string and period.
    Retain Zero Budget
    Select this check box to create or retain a record with a zero budget data when the budget is updated to zero. This field is available when the Allow Zero Budget field is selected. If this check box is cleared, then zero budget data cannot be created. The data record is deleted if both the amount and the unit are updated to zero.
    Validate Unit Control
    Select this check box to validate budget import lines against Unit Control rules. Unit control rules are enforced when these situations occur:
    • Budget imports are created or edited
    • The Upload Budget or the Incremental Upload Budget actions are run

    See the Unit Control description in the topic about creating finance enterprise groups.

  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 changes in the amount 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.