Budget Architect User Guide

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Considerations before setup
Budget Architect overview
Budget Architect Startup
Creating budget metadata
Defining the budget
Setting up the budget report repositories
Creating the budget dimensions
Defining dimension selection criteria
Defining Account Selection dimension criteria
Defining Accounting Unit Selection dimension criteria
Defining Activity Selection dimension criteria
Defining Account Category Selection dimension criteria
Defining SL Segment Value Selection dimension criteria
Defining Employee Selection dimension criteria
Defining Job Code Selection dimension criteria
Defining dimension attributes (optional)
Adding attribute dimension column headings (conditional)
About renaming the dimension report files (optional)
Updating budget dimensions
Transferring the files from the server
Importing metadata
Importing budget line item data
Defining report column templates
Defining fixed column values (optional)
Creating Line Item Import Report Definitions
Selecting line items
Selecting General Ledger line items
Selecting Project Accounting line items
Selecting Lawson Human Resources line items
About renaming the line item import report files (optional)
Creating the line item import data file
Transferring files from the server
Importing line item report file
Exporting budgets to Lawson
Exporting the budget line item file
Transferring the files to the server
About defining the report column templates
Creating the line item export report definition
About renaming the line item export report files
Updating to the business management system
About viewing General Ledger budget records
Updating General Ledger budgets
Viewing Project Accounting budget records
Updating Project Accounting budgets
Exporting budgets to data marts
Creating data mart relationships
Exporting the line item file
Transferring the files to the server
Defining report column templates
Creating the line item export report definition
About renaming line item export report files
Updating the data mart
Maintenance
Setting the current year and period
Setting Budget Security maintenance
Setting security
Setting user authorizations
Renaming dimension report files
Renaming line item report files
Appendix A
Budget dimension attributes
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