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.
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
New
Complete the data fields as required (all fields marked with an * are mandatory).
Should you wish to use this Scenario as the Original Budget which will feed through to all budget monitoring, check the Original Budget indicator.
Click Save.
