Create a budget owner Create a budget owner to manage budget plans and budget forecasts associated with the account code the plan is using. Before you beginRole required: budget owner Procedure Navigate to Financials > Administration > Budget Owners. Click New. Fill out the User and Parent Budget Owner fields on the form (see table). Table 1. Budget Owner form fields Field Description User Select a user with the budget_owner role in the system. Parent Budget Owner Enter a parent budget owner, if necessary. Parent budget owners have access to everything that child budget owners have access to. Right-click the header and select Save. Using the related lists, add the budget forecasts, and budget keys that this budget owner can manage. Click Update.