Editing Budgeting Rules 

  1. Access the overall budget using the Overall budget view.

    2. The Change Overall Budget screen appears.

  2. Click on the top budget structure element, and choose .

    3. 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 budgeting rules are represented by the icon .

  3. Select the budget structure element whose budgeting rule you want to edit.

The table below lists the options available to you.

Function

Menu path

Comments

Display budgeting rule

Extras ® Budgeting rule ® Display

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

Delete budgeting rule

Extras ® Budgeting rule ® Delete

You use this function to delete the budgeting rule from the overall budget.

Delimit budgeting rule

Extras ® Budgeting rule ® Delimit

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