Budget setup overview

This table shows an overview of the prerequisite, required, and optional setup for Project Accounting.


Task	Setup	Reference
Completing prerequisite setup	Before you start defining budgets, you must define components that you can use to create new budgets. This setup is conditional; define the following only if your methods for defining budgets require them: Factors Spread codes	See Prerequisite setup for budget.
Defining activity group budgets	If you define activity group budgets, then use these set of procedures: Defining activity group budget headers Defining activity group budgets: life only, annual, or period Copying existing budgets (optional method)	See Define activity group budgets.
Defining activity budgets	If you define activity budgets, then use these set of procedures: Defining activity budget headers Defining activity budgets: life only, annual, period, by activity, or by account category Copying existing budgets (optional method) Interfacing budgets (optional method)	See Activity budgets.
Defining budgets using computes	If you define computed budgets, then you must use these group of procedures: Defining activity budget headers Defining activity budgets Defining a compute statement Defining compute parameters Calculating budgets	See Define computed budgets.
Changing budgets	After budgets are defined, you must make changes. Use these procedures to make those changes using change orders: Entering change orders Approving change orders Releasing change orders Locking a budget (optional)	See Change budgets overview.