You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Change calendar on budget

Received Response
31
Views
2
Comments

Our budget was originally implemented with an incorrect calendar and this is not something we can change after it has been used. The budget was configured as a YTD budget. We want to correct this issue so the budget will reflect a Project To Date calendar. Assumptions we made so far as to how to do this is:

1.) Create new budget that mirrors old budget except with new calendar that has only 1 period only. (Makes it YTD)

2.) Create a script/report to get the balances from "old" budget and load to "new" budget. Use this report to create encumbrance journals to bring "old" budget balances to zero and to initialize budget balances in "new" budget.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!