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.

See Budget edits processing.

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 budget editing by suspending the Budget Edit Queue or through the Budget Edit Configuration Suspend budget editing to temporarily prevent transaction releases and updates to obligations while changes are being made. This process ensures that the budgeting information is correctly updated. While budget editing is suspended, you can still create transactions. However, any transaction released during this period will be placed in a queue and processed once budget editing resumes.
See these links for relevant information:
Perform the dimension changes
  • Add a new posting element. For example, a new project.
  • Enable or disable the budget edit flag on a posting element.
  • Add, move, or delete the posting elements on an edited summary element.

Dimension changes affect the budget group.
Process the pending dimensions on the budget template

You can perform dimension changes at any time. The new budget edit dimensions are not edited until you run the Process Pending action.

When using selective templates, newly created posting dimensions no longer require running Process Pending. Any posting dimension you add with the Include in Budget Edit field enabled is automatically activated for budget editing and the Process Pending action will no longer show up.

You must still run Process Pending for non-selective templates, and any other dimension changes that impact selective templates.

See Processing pending budget dimensions and Process pending actions.
Add the budget data See Maintaining budget data in a scenario.
Resume the Budget Edit Queue See Suspending and resuming the Budget Edit Queue.