Assigning Responsibility for a Budget 

  1. Access the overall budget using the Overall budget view.
  2. Click on the top budget structure element, and choose .
  3. Select the budget structure element to which you want to assign a position responsible.
  4. Choose Extras ® Position responsible ® Create.
  5. Select the position to which you want to assign responsibility for a budget.
  6. Once you have selected a position, choose .
  7. The Create Relationship dialog box appears.

  8. If necessary, specify a different validity period for the relationship by choosing Period.
  9. The system proposes a validity period that extends from today’s date through to the last day of the current financial year.

  10. Choose  .

If you have specified in your user-specific settings that a position responsible should be displayed, then responsibility for the budget is represented by the icon on the Change Overall Budget screen.