
In the Scenarios page note the scenarios we are going to use further in this lab: Previous year actuals and Budgeted.

Navigate to Budgeting>Setup > Budget planning > Budget planning configuration. Important! Make sure you are in DEMF legal entity context when performing this task, as Organizational security is applied per legal entity Task 3: Create scenariosģ.1. Pick Finance node, and click the Grant with children button. Pick the Organizational hierarchy created in the first step. Select “Grant access to specific organizations”. Pick user role and click Assign organizations.Ģ.5. Give user Admin (Julia Funderburk) Budget manager role.Ģ.4. Navigate to System administration > Users > Users. In the Parameters tab, set the Security model value to Based on security organizations.Ģ.3. Navigate to Budgeting > Setup > Budget planning > Budget planning configuration. Julia needs to give access to Finance budget plans for herself.Ģ.1. Select as the effective date for hierarchy publishing.īudget planning uses special security policies to configure access to budget plans data. Select Finance department for the budgeting hierarchy.ġ.7. Click Edit in the Hierarchy designer, and create a hierarchy by clicking Insert.ġ.6. In the Organizational Hierarchies form, click View. Repeat the step above for the Security organizational purpose. Select the Budget planning purpsose, click Add, and assign the newly created organizational hierarchy.ġ.4. Type the name for the organizational hierarchy in the Name box and click Assign purpose.ġ.3. Navigate to Organization hierarchies (Organization administration > Organizations > Organization hierarchies) and click the New button.ġ.2. Julia uses the following Excel template to prepare the budget:Įxercise 1: Configuration Task 1: Create organizational hierarchyĪs all the budgeting process happens in the Finance department, therefore Julia needs to create a very simple organizational hierarchy – consisting of Finance department only.ġ.1.


Once done she makes necessary adjustments for the budget plan and finalizes budget preparation.īudget planning configuration schema for the scenario looks as follows:
