Inserting Hierarchy Budgets

To insert hierarchy budgets

1 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.

2 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.

3 Do one of these options:
Right-click on the hierarchy or group you want to insert the new budget under and choose Insert Budget.
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.

4 Choose the budget you want (for example, choose “arthist.history.books.1999”).

Horizon then does these things:

Horizon inserts the budget you chose by displaying its description and then its code in parentheses.
If the budget is valid for the current fiscal year, Horizon displays a green ball next to the budget.
If the budget is not valid for the current fiscal year, Horizon displays a red ball next to the budget.
Horizon removes the budget you choose from the list of available budgets to insert.
5 Do one of these options:
Insert more groups. (For more information on inserting groups for the hierarchy, see Inserting Hierarchy Groups.)
Insert more budgets under the groups by repeating steps 3 and 4.
6 Save your changes.

 


© 1998-2017 Sirsi Corporation