Overview
Budget Plan Structure allows the scenario administrators to define the hierarchical structure of a budget plan. The whole budget plan structure will include one or more interrelated records in this entity.
Each scenario can only have one whole budget plan structure. The information defined here will be referenced from budget plan which contains a group of budget lines including its responsible user, status, deadline and more.
Navigation
Budget Planning ► Support Entities ► Budget Plan ► Budget Plan Structure
Budget Plan Structure screen Fields
Field | Description |
Code | This is a unique identifier that is automatically assigned by the system. |
Active | By default this is 'True'. If this is switched to 'False', then this Budget Plan Structure cannot be used in future transactions. |
Allows Foreign Currency | By default this is 'False'. If this is 'True', budget plans associated to this structure allows data entry for budget amounts in foreign currency. |
Allow Changes In Lowest Level | If this is not ticked, the responsible users for the highest levels (typically supervisors), will not be able to modify Budget Plan data in the lowest level. |
Allow Modify Consolidated Amounts | If checkbox is ticked, the system will allow the responsible user of the budget plan to modify consolidated amounts and therefore propagate the change to lower levels. |
Validation For Budget Line Data Entry | Default is true which means that data entry of Budget Line Amounts and Currency, under the Budget Line Tab cannot be performed manually, if the associated Budget Line Coding Block is used by Cost Driver(s) or is included as part of a Cost Driver expression. |
Budget Planning Scenario | This contains the Scenario to which this budget plan structure applies to. |
Institution | This refers to the institution associated to this budget plan structure. |
Budget Planning Scenario CoA Group | This is the reference to the CoA Group to which this level is associated. |
Coding Block Type Definition | Coding Block Type Definition (Coding Block Expression) for Budget Plans associated to this Budget Plan Type. The Budget Line Coding Blocks entered under the Budget Plan associated to this Budget Plan Structure will be validated against this Coding Block Information. |
Language | The language used to describe the Budget Plan Structure. |
Name | The name of the Budget Plan Structure. |
Description | The description of the Budget Plan Structure. |
Budget Plan Additional Required Field Tab | Collection of 0 to many fields to be added under Budget Plans. |
Overview
This contains a collection of 0 to many Numeric fields to be added under Budget Plans.
Budget Plan Additional Required Field Tab screen Fields
Field | Description |
Is CoA Segment Description? | If this checkbox is ticked the system should ask for the description of additional fields for all elements that are included in the concepts of the defined segments and rolling-up from the budget line coding block, in the same segment. |
Is Mandatory | Ticked checkbox means that the text or numeric field is mandatory, otherwise numeric field is not mandatory. |
Is Numeric | To indicate when new Field is Numeric. |
Number of Decimals | Number of decimals that are allowed for data entry, if Is Numeric is set to True. |
Is Element Detail | To indicate that the Additional Field is related to the Budget Line Coding Block. |
Segment | Segment for which the element description will be required if Is CoA Segment Description is set to True, that the user will select from the list of segments from the Scenario COA Group of the Budget Plan Structure. |
Language | Users can select the language to describe entity. |
FieldName | Name of the entity. |
Concept | Collection of 1 to N Concept(s) from Segment defined under COA elements. The concepts listed will be the concept at the level of the COA group and parent levels, within the selected segment. |