Editing Reclassification Rules 

  1. Access the overall budget using the Overall budget view.
  2. The Change Overall Budget screen appears.

  3. Click on the top budget structure element, and choose .
  4. The entire budget hierarchy is expanded. Budget structure elements for which a budgeting rule or reclassification rule has been defined are flagged with a icon. To display the type of rule involved, click . All types of reclassification rules are represented by the icon .

  5. Select the budget structure element whose reclassification rule you want to edit.

The table below lists the options available to you.

Function

Menu path

Comments

Display reclassification rule

Extras ® Reclassification rule ® Display

You use this function to display the reclassification rule defined for a budget structure element.

Delete reclassification rule

Extras ® Reclassification rule ® Delete

To delete a reclassification rule from the overall budget, choose in the Delete Reclassification Rule dialog box.

Delimit reclassification rule

Extras ® Reclassification rule ® Delimit

You use this function to assign an earlier end date to the reclassification rule.