Adding a budget category

Budget categories are arranged in a hierarchical structure, allowing you to define the distribution of funds within your organization in as much detail as required. Each node branching off of a higher-level node indicates a subcategory within that budget category.

  1. Load the budget you want into the Budget InfoViewer.
  2. On the Organizational Hierarchy tab, select the "Organization" root node.
  3. Select the Category Hierarchy tab.
  4. In the Category Hierarchy tree, browse to the node in which you want to add a category.
    Note: The can be the "Organization Level" root node or a category node.
  5. Right-click the node and select Add Category.
  6. Type a unique name for the category in the ID field.
  7. Type a description of the category in the Description field.
  8. Click Save.
    Infor Public Sector shows the new category in the tree and adds the category to every level in the organizational hierarchy. You can now add subcategories to this category by following the current instructions. You can also allocate funds and specify allocation budget numbers for the category. Note that you can rename existing categories, but you can't delete them.