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  3. How to Add a Budget Scenario

How to Add a Budget Scenario

In this guide, we will show you how to add a Budget Scenario.

Access: The minimum permissions required to add a Budget Scenario are found in the Finance Module of Config>Setup>Roles & Permissions.

Roles and Permissions

Pre-requisites: In order to add a Budget Scenario a Financial Year must be set up.

Related Guides:

To begin, go to Module>Finance>Budgeting>Scenarios


Click + New


Complete the data fields as required (all fields marked with an * are mandatory).

Data Fields

Should you wish to use this Scenario as the Original Budget which will feed through to all budget monitoring, check the Original Budget indicator.

Original Budget

Click Save.

Updated on November 2, 2023

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