Default Rule Groups
The budgeting modules includes the following default rule groups:
| Rule Group | Purpose/ Description | Supported Module | Included Execution Groups |
|---|---|---|---|
| DEFAULT BUDGET RULE GROUP | Performs all default processing for a budget. Checks whether users have permission to edit and view a budget. Checks that values stored in the database do not exceed system maximum values. | Budget Management |
DFT SET AVAILABLE STATES EXEC GRP DFT VALIDATE PARENTSYSMAX EXEC GRP DEFAULT PHASED STATE CHG EXEC GRP DFT BUDGET WORKSHEET EXEC GRP 1 DFT BUDGET WORKSHEET EXEC GRP 2 PHASED POST IMPORT EXECUTION GRP DFT CALC LOC EDITABILITY EXEC GRP DEFAULT SC DETERMINE STATES EXEC GRP DEFAULT SC UPDATE STATES EXEC GRP DEFAULT SC CREATE VERSIONS EXEC GRP |
| DEFAULT BUDGET AGGREGATE RULE GROUP | Distributes, aggregates, and recalculates budget data. | Budget Management | DEFAULT BUDGET AGGREGATE EXEC GRP |
| DEFAULT FORECAST AGGREGATE RULE GROUP | Distributes, aggregates, and recalculates forecast data. | Budget Management | DEFAULT FORECAST CREATION EXEC GRP |
| DEFAULT FORECAST RULE GROUP | Performs all default processing for a forecast. Checks whether users have permission to edit and view a forecast. Checks that values stored in the database do not exceed system maximum values. | Budget Management |
DFT SET AVAILABLE STATES EXEC GRP DFT VALIDATE PARENTSYSMAX EXEC GRP DFT FORECAST WORKSHEET EXEC GRP 1 DFT FORECAST WORKSHEET EXEC GRP 2 DFT CALC LOC EDITABILITY EXEC GRP DEFAULT SC DETERMINE STATES EXEC GRP DEFAULT SC UPDATE STATES EXEC GRP DEFAULT SC PRE CREATE VERSIONS EXEC GRP |
| DEFAULT FORECAST CREATION RULE GRP | Aggregates and calculates data for a forecast generation. | Budget Management | |
| DEFAULT BUP CREATION RULE GROUP | Aggregates and calculates data for generating a bottom-up projection. | Budget Creation | |
| DEFAULT REPORT RULE GROUP | Creates forecasts with total numbers. | both budgeting modules | |
| DEFAULT BUP RULE GROUP | Performs all default processing for a bottom-up projection (BUP). Checks whether users have permission to edit and view a BUP. Checks that values stored in the database do not exceed system maximum values. | Budget Creation |
DFT SET AVAILABLE STATES EXEC GRP DFT VALIDATE PARENTSYSMAX EXEC GRP DEFAULT WORKSHEET BUP EXEC GRP 1 DFT CALC LOC EDITABILITY EXEC GRP DEFAULT SC DETERMINE STATES EXEC GRP DEFAULT SC UPDATE STATES EXEC GRP DEFAULT SC UPDATE STATES EXEC GRP 2 DEFAULT SC PRE CREATE VERSIONS EXEC GRP |
| DEFAULT COPY ACTUALS RULE GROUP | Copies actuals into a forecast structure to use with a layout. | both budgeting modules |