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Administrator Guide
Last Updated: 2023-06-23
Troubleshooting: Budgets for Capital Projects Double Counted

Troubleshooting: Budgets for Capital Projects Double Counted

The financial or project budget plan structure doesn't have a value to differentiate the generated journal lines.
  1. Create a new plan structure based on your budgetary reporting needs:
    • For granular budget amounts, add a
      Ledger Account
      structured dimension and enter the expense or asset ledger account as the
      Dimensions to Include
      .
    • For less granular budget amounts, add a
      Ledger Account
      structured dimension and enter the ledger account summary for all expense or asset ledger account types as the
      Dimensions to Include
      .
  2. For less granular budget amounts at the project level, link the new plan structure to a virtual parent that includes the project dimension.
  3. Create a new plan and budget for your plan structure.