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Budget Plan Structures

Tue, 2018-05-15 07:29 — amitra

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.

 

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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.