> >
Use this form to create, maintain, manage, and view the whole planning process. This form is the central navigation form for all your work regarding the flexible budget.
NoteWhen you create a new plan, you must select a budget model and specify a posting year. You can create only one flexible budget per posting year and budget model. The transaction years correspond to the Periods of the Ledger account section. A period must have been created before, but it does not need to be open. If you need more than one plan per year, you must create several budget models.
Tasks that
use this form
Navigating
the form
The following tables provide descriptions for the controls in this form.
Tab
|
Tab |
Description |
|---|---|
|
Enter, manage, and view the budget model, the fiscal year, and other settings of the flexible budgets. |
|
|
View all settings of the flexible budget. |
Buttons
|
Button |
Description |
|---|---|
|
|
Create, manage, and view the flexible budget values for the cost categories, service categories, and cost lines. |
|
|
Create, manage and view the work load for the different dimensions. |
|
|
Calculate the plan allocations and cost rate calculations. |
|
|
Transfer actual balances on the various cost and service categories to the flexible budget. |
Fields
|
Field |
Description |
|---|---|
|
|
Choose a budget model from the list. |
|
|
Enter first date in the new fiscal year. NoteYou can use the budget modelonly once per fiscal year. If you need to create more then one plan, you must create several forecast models. |
|
|
Select this check box to block the flexible budget for changes. |
|
|
This checkbox is read-only and indicates whether the plan is already calculated. |
|
|
Choose a calculation version to calculate the flexible budget. |
