Data entities - Budget planning

This article provides a list of the data entities that are available for Budget planning.

Prerequisites

You must complete the following steps before you can import the Budget planning data entities.

  1. Create balances for any financial dimension set that is used in the layouts. If you're importing from demo data, this financial dimension set is the main account. Click General ledger > Chart of accounts > Dimensions > *Financial dimension sets, select the dimension set, and then, and on the Action Pane, click ****Create balances***.
  2. Verify that the organizational hierarchy that is used in the budget plan process has been built and published. If you imported from demo data, the organizational hierarchy is Budgeting – Departments. Click Organization administration > Organizations > Organization hierarchies, select the hierarchy that is used in the budget plan process, and then, on the Action Pane, click View. Click Edit, and then insert the appropriate Finance hierarchy that has the following departments under it: Sales & Marketing, Operation, IT Department, Human Resources, and Legal and Client Services. After the hierarchy is completed, on the Action Pane, click Publish, enter an activation date, and then click OK.

Workflow data entities and Budgeting data entities should be imported before Budget planning data entities. For more information, see Data entities: Workflow and Data entities: Budgeting.

Available data entities

12.1.003 BUD – Budget planning setup

Suggested sequence Entity name Area Entity type Dependency Comments
1 Budget plan parameters Budgeting Setup Dimension hierarchy Define the security rules that should be applied to budget plans.
2 Budget plan scenarios Budgeting Setup None Define categories of data for the budget plans.
3 Budget plan stages Budgeting Setup None Define the steps that a budget plan follows from its inception to final approval.
4 Budget plan workflow Budgeting Setup All workflow data entities Define the order of the budget planning stages, and associate each budget planning workflow with a budgeting workflow ID.
5 Period allocation categories General ledger Setup None Creates period allocation keys to represent the time period to allocate.
6 Budget plan allocation schedules Budgeting Setup Period allocation categories Used to automatically allocate budget plan lines during workflow processing.
7 Budget plan layout elements Budgeting Setup None Defined components that are associated with a row or column, and that are combined to create the layout
8 Budget plan columns Budgeting Setup None Used in the budget plan template.
9 Budget plan column rules Budgeting Setup Budget plan columns Rules that are applied to the column
10 Budget plan process Budgeting Setup Hierarchy setup Configure the budget planning process.
11 Budget plan process administration Budgeting Setup Budget plan process A component of the budget plan process
12 Budget plan stage rule Budgeting Setup Budget plan process, Budget plan layout elements Determine whether you can add or modify budget plan lines during each stage.
13 Budget plan stage allocations Budgeting Setup None An automated task that performs an allocation during the specified workflow by using an allocation schedule
14 Budget plan priorities Budgeting Setup None Define categories and objectives for budget plans.
15 Budget plan priority constraint Budgeting Setup Budget plan process Determine whether you can add or modify budget plan lines during each stage.
16 Budget planning process milestone Budgeting Setup Budget plan process Decision point stages in the planning process
17 Budget plan proposed asset Budgeting Setup None Placeholders for fixed assets that are planned, but that haven’t yet been acquired in Fixed assets
18 Budget plan proposed project Budgeting Setup None Placeholders for projects that are planned, but that haven’t been created

12.1.004 BUD – Forecast position

Note: Compensation groups must be set up before you import the Forecast position data entities.

Suggested sequence Entity name Area Entity type Dependency Comments
19 Forecast position budget purpose account details Budgeting Setup Compensation groups Details that are related to each forecasted position.
20 Budget cost elements Budgeting Setup None Various costs that are associated with a position, such as the base pay, bonus, and insurance that are associated with a calculation.

See also

Data entities and packages framework

Data entities