Configuring Default Execution Groups

Budget Management includes the default budget and forecast execution groups listed below. By default, some rules in these execution groups point to the FORECAST version of the budget/forecast. This defautl is used because when Budget Management is installed, the actual budget data is not yet included and must be imported.

You must configure the following default budget and forecast execution groups, as described in the sections below:

• DFT BUDGET WORKSHEET EXEC GRP 1

  This execution group contains the rules for recalculating and validating the budget for persisted columns in the Worksheet that are saved to the database.

  Configure this execution group only when switching from Phased view to Real Time view.

• DFT BUDGET WORKSHEET EXEC GRP 2

  This execution group contains the rules for recalculating and validating the budget for calculated columns on the Worksheet, which are display only and are not saved to the database.

  Configure this execution group only when switching from Phased view to Real Time view.

• DFT FORECAST WORKSHEET EXEC GRP 2

  This execution group contains the rules for recalculating and validating the forecast for calculated columns on the Worksheet, which are display only and are not saved to the database. You configure this execution group after importing the budget.