Budgets

To advance your budgeting experience, use Budgets to develop, copy, forecast, and monitor multiple budgets across current, past, and future fiscal years or period ranges. The list of budgets stores all the information you need to track and manage a budget, including the budget type, status, and any associated scenarios, projects, and grants.

Note: To minimize the data displayed in the list, select Filter. For more information, see Budget Filters.

View Budget Scenarios

To view a budget's scenario, select View from the row's menu to display the scenario details. For more information, see Scenarios.

Budget Security Permissions

Security in the web view leverages existing security settings from the database view. The following permissions apply when you view, add, edit, copy, or merge budgets and scenarios:

• Accounts: Accounts are required for budgets. Account data appears even if you do not have permission to view accounts. If you lack rights to view a specific account using advanced security, the row for that account does not appear.

• Projects: If you do not have permission to view projects, the Projects column does not appear, and you cannot filter or group data by projects. If you lack rights to view a specific project, the project row appears with asterisks (*) to mask the data.

• Grants: If you do not have permission to view grants, the row for the applicable grant does not appear. However, if the grant is a transaction code in the database view, the row appears.

• Delete permissions: You must have specific security permissions to delete a budget's scenario.

Tip: To quickly add and edit budget data in a Microsoft Excel spreadsheet and view it in Financial Edge NXT, download the Budget Creator add-in from the Microsoft Office Store. This enables bulk data entry and saves time, especially when entering similar data. For more information, see Budget Creator Excel Add-In.