Navigation:  Budget >

Budget Administration

Training Manuals Alphabetical Function List Back Print this Topic Previous topicOne level upNext topic

This function enables the user to create baselines, lock or unlock budgets and change the status of a single, many or all budget entities.

The following are the rules relating to the status and locking :

1.  If the budget is locked, no changes may be made to the budget system entities directly (via budget, budget resource allocation, budget payment shipment, budget account allocation,                budget copy,  budget in sync or budget replace.  (Does not affect the download)

2.  If the budget entity is locked and the status = prior to 'co approved', budgets, actuals and commitments may be downloaded

3.  If the budget entity is locked and the status = 'co approved' or 'board approved', budgets may not be downloaded. Once a budget has been board approved and locked, it may not be                 unlocked again.

4.  If the budget entity is locked and the status ='Closed, Rejected or Suspended, budgets and actuals/commitments may not be downloaded.


The profile Budget Administration Profile is required to use this function. The use of this function also requires that the user be either the div manager, div accountant, the responsible

person, the budget manager, the cost centre manager or their acting for to entitle them to affect various budgets.  A profile Budget Super Administrator exists. This profile is independent of the role played in the company and may perform all administration functions (Uploads,  Baseline creation, Locking/Unlocking, Status changes and budget configuration) for all budgets.