Configure budget attribute at instance-level to allocate budget

Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your planning items using Portfolio 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 Portfolio Planning.
• Role required: admin

Important:

Existing customers cannot 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, and so on.
   • expense_type - view financials by expense types such as Capex and Opex.
4. Select Update.