Working with the Budget Tree

This section covers the following topics for managing budget lines and working with the Budget Tree screen:

• Viewing budget datasets

• Viewing information in the Budget Tree screen

  • Example: Reviewing budget information in the Budget Tree screen

• Editing a budget line in the Budget Tree screen

  • Changing a line type in the Budget Tree screen

  • Adding an account to a budget line

  • Editing allocations for a budget line

  • Editing a cost structure for a budget line

• Recalculating the budget in the Budget Tree screen

• Importing actuals in the Budget Tree screen

  • Import Actuals dialog box for the Budget Tree screen

• Refreshing the budget in the Budget Tree screen

• Saving the budget in Budget Tree screen

• Adding, editing, and viewing budget line notes in the Budget Tree screen

Note: The tasks in this section focus on budget and budget line management. To make structural changes or large-scale configuration changes to your budget, go to the Budget Structure screen. For example, if you need to add or move budget lines, you should make those changes on the Edit Structure screen.

For more information on Budget Structure, see Budget Structure screen in Budgeting and Viewing data in the Budget Structure screen