Specify an account code owner

Specify a user to own an account code so that the user can own budget plans.

Before you begin

Role required: budget owner

About this task

When you create a budget plan, you must specify both an account code and a budget owner. On the Account Code owner form, you give a user, who must already be a budget owner, access to an account code. This access gives that user the ability to be assigned to a budget plan's budget owner field, assuming the budget plan is using the same account code.

Procedure

  1. Navigate to Financials > Administration > Account Code Owners.
  2. Click New.
  3. Fill in the form fields (see table).
  4. Click Submit
    Table 1. Account Code Owner form fields
    Field Description
    Account Code Select any account code. The same account code can be associated with more than one budget owner.
    Budget Owner Select any budget owner. The same budget owner can be associated with more than one account code.
    Access Level Select one of the following:
    • Full
    • Limited