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Add Sub-budgets

Sub-budgets are created on a Master Budget or another Sub-budget to track components of the Budget. Sub-budgets maintain the Budget object information as well as its components, with the exception of the Division and Schedule Template selections. You may only select a Sub-budget template if a parent budget Schedule Template has not been defined. If a parent schedule has been defined, then all child Sub-budgets inherit the Schedule Template association.

  1. Navigate to a Budget home page.

  2. In the Sub-budgets section, click Add.

  3. Complete the form.

  4. Click Save.

    The Sub-budget adopts the Schedule Template and appears in the table.