Inserting Hierarchy Budgets
To insert hierarchy budgets
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1
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Start the Budget Hierarchy Management process. |
The default location of this process is the Acquisitions\Budget folder on the navigation bar.
Horizon displays the Budget Hierarchy Management window.
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2
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Choose the current fiscal year from the drop-down box if Horizon is not already displaying the current year. |
The default current fiscal year is the one set in the Acquisitions Parameters window. (For more information on the Acquisitions Parameters window, see Acquisitions Parameters.)
Note: If you do not choose or enter a fiscal year, Horizon cannot display any budgets you may want to insert into the hierarchy.
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3
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Do one of these options: |
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Right-click on the hierarchy or group you want to insert the new budget under and choose Insert Budget. |
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Choose the group or budget you want the new budget inserted under and choose Edit, Insert Budget. |
Horizon lists the budgets for the budgets of the current fiscal year, including the budgets already used in the selected hierarchy.
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4
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Choose the budget you want (for example, choose “arthist.history.books.1999”). |
Horizon then does these things:
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Horizon inserts the budget you chose by displaying its description and then its code in parentheses. |
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If the budget is valid for the current fiscal year, Horizon displays a green ball next to the budget. |
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If the budget is not valid for the current fiscal year, Horizon displays a red ball next to the budget. |
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Horizon removes the budget you choose from the list of available budgets to insert. |
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5
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Do one of these options: |
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Insert more budgets under the groups by repeating steps 3 and 4. |
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