Configure budget attribute at instance-level

Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your planning items using Strategic Planning.

Before you begin

• Enable the budget allocation property to work on budgeting for planning items. For more information, see Enable financial budget allocation for planning items in Strategic Planning.
• Role required: admin

Important:

Existing customers can’t change the budget attribute to cost_type.

Procedure

1. Navigate to All > System Properties > Properties.
2. Filter the Name column to locate and open sn_invst_pln.budget_allocation_attribute property.
3. Update the Value field to one of the following.
   • cost_type - view financials by cost types such as Hardware Opex, External labor Capex, Software Capex, Software Opex.
     Note:

     Its suggested to have number of cost types to around 4 when you're choosing cost type as the budget attribute. Having higher number of cost types would have performance challenges when loading the financials data in the portfolio financials or scenario planning financials pages.
   • expense_type - view financials by expense types such as Capex and Opex.
4. Select Update.