Budget Datasets
- Julie Leake (Unlicensed)
- Frank Gambino
- Carissa Warnock (Unlicensed)
(Budgeting)Â Budget Datasets have two main purposes: 1) it allows you to associate Line Config Sets with datasets and 2) it allows the System Administrator to lock specific datasets, so the data can't be changed. This is helpful if you have datasets that you don't ever want to be changed.
Line Config Sets allow you to make changes in the way your detail budget lines are calculated, while preserving the original configuration. For example, you may have a fixed budget line in your 2006 original budget but you need that line to be a market segment line for your 2007 original. You would create a Line Config Set, change the budget line type in the Edit/View Budget Line screen, and associate it with the 2007 original in this tab.
Terms and Definitions
| Field | Description | Notes |
Year | Indicates the year of the dataset. All datasets, including pre-determined and user-defined types will be listed with corresponding years. | |
Type | Indicates the type of budget. All datasets, including pre-determined and user-defined types, will be listed with corresponding years. | |
Line Config Set | Allows you to associate a Line Config Set with the dataset. By default, a dataset is associated with the Master unless you change it. | |
| KBI Set | KBI set associated with the budget dataset. | |
| Standard Set | Select the standard set to link to the budget dataset. | |
Locked              | Select the datasets you want to deny access. |