Budgeting setup overview

This provides an overview of the prerequisite, required, and optional setup for Project Accounting. You can find details about each of these procedures in the following chapters.


Task	Setup	Reference
Completing prerequisite setup	Before you start defining budgets, you need to define components that you will 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 Procedures in this chapter.
Defining activity group budgets	If you want to 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 Defining activity group budgets.
Defining activity budgets	If you want to 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 Defining activity budgets.
Defining budgets using computes	If you want to define computed budgets, then you need to use these group of procedures: Defining activity budget headers Defining activity budgets Defining a compute statement Defining compute parameters Calculating budgets	See Defining computed budgets.
Changing budgets	After budgets are defined, you need to 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 Changing budgets.