Allocating funds for a budget category

After you've defined your budget category hierarchy, you can allocate funds to different budget categories at each level of your organizational hierarchy. Allocations are visible to the next level up, so higher organizational levels can review the allocations and make adjustments, if necessary, to match available funds.

  1. Load the budget you want into the Budget InfoViewer.
  2. On the Organizational Hierarchy tab, browse to the organization level for which you want to allocate funds.
  3. Select the Category Hierarchy tab.
  4. In the Category Hierarchy tree, browse to the category to which you are allocating funds.
  5. Click the "Category" node.
  6. Click Specify Category Allocation.
  7. Specify the allocation amount in the Amount field.
  8. Provide any other information about the allocation.
  9. Click Save.