The Change Budget Process


This process includes all you must do to perform budget planning. At the end of the process, release the budget so the data can be used by other components.

Process Flow

  1. You must create a budget hierarchy to define which budgets are subordinate and which are superior. The budget hierarchy determines which budgets finance the other budgets.
  2. Enter either amounts or quantities for each budget, or amounts or quantities for subordinate budgets, and roll up. If you roll up, that is, use the bottom-up process for your budget planning, the system determines the budget amounts or quantities required by superior budgets.
  3. You can change the amounts by an amount, a percentage, or both. For information on changing a budget amount, see Revalue Budget
  4. When you are happy with the figures and the budget planning, run a consistency check. The system checks that the amount for the superior budget is covers the amounts for subordinate budgets.
  5. If there are deficits, the system creates an error log. Use the error log to correct the errors.
  6. When you have corrected errors, and run another check, release your budget.

Change Budget Functions


If you want to


Create a budget with relationships in hierarchy


Enter the budget amount or quantity for the first time

Change the budget amount or quantity


Assign a budget or financed object


Delete a budget, a budget relationship, a financing relationship


Overwrite the budget amount

Roll up

Add budget amounts from the bottom up


Check that the superior budget covers subordinate budgets


Release the budget and change the status from planned to active



The change budget process is now complete. You cannot make changes to these budgets because they have the status active. You can only display and copy these budgets.

If you have the necessary authorization, you can change the status of a budget to planned.

The Compensation Management Administration component can use the budget values.