Initiating the Solicitation Process

  • The budget manager at the corporate location usually initiates the budget solicitation process. This person is the root budget manager.

    The system administrator imports the budget before this process begins.

  • Any budget manager in the hierarchy can initiate the forecast solicitation process. For example, suppose that a division manager generates a forecast for a district. The district manager is the root budget manager of the forecast, because the district is the root location for the forecast.

    The top location of the plan is the known as the root location. The budget manager for this location is the root budget manager.