Allocate budget to a demand

Set the capital expense (Capex) and operating expense (Opex) budgets in demand or functional currency according to the fiscal years. The sum of the Capex and Opex budgets is calculated as the total budget in demand currency.

시작하기 전에

Role required: portfolio_manager

프로시저

1. Open a demand from the home page of Next Experience for Demand Management.
   For more information, see Access demands.
2. Select Details from the L-2 (level 2) navigation menu.
3. Select Demand Budget.
   주:

   If the Demand Budget tab isn’t visible, select More and then select Demand Budget.
4. Add or edit a demand budget record:
   • To add a demand budget record, select New.
   • To update the details of a demand budget record, select the record.
5. On the Create New Project Funding form, fill in the fields.
   팁:

   You can work on allocating lean budgets at the fiscal period level using the Investment Budget. For more information, see Enable lean budgeting for demands.
   For a description of the field names, see Create project funding form.
6. Select Save.
   주:

   • To delete a demand budget record:
     • Select a demand budget record from the Demand Budget tab and select Delete.
     • Select Delete from the More Actions option in the project funding record form.
   • If the demand doesn’t have a cost plan, start date, and due date, then demand budget is distributed from the current month until the end of the demand budget fiscal year.
   • If the demand doesn’t have a cost plan, start date, and due date, then demand budget is distributed from the current month until the end of the demand budget fiscal year.
   • If the demand doesn’t have a cost plan and a due date but has a start date, then the demand budget is distributed from either:
     • Start date (if the start date falls in the given budget fiscal year) until the end of the demand budget fiscal year.
     • Start of the demand budget fiscal year until the end of the demand budget fiscal year.
   • If the demand doesn’t have a cost plan and a start date but has a due date, then the demand budget is distributed from either:
     • Current month until due date (if the due date falls in the given budget fiscal year).
     • Current month until the end of demand budget fiscal year.
   • If the demand has a cost plan associated, then demand budget is distributed by honoring the cost plan fiscal periods.
   After completing your work on the demand budget record, use the breadcrumb navigation to return to the Demand Budget tab.

결과

The demand budget for the selected year appears in the Demand Budget tab. You can select the amounts in the list to revise them.