Generate budget keys from a budget model

Generate budget keys from a budget model if you do not want to create them manually one by one.

Before you begin

Role required: budget_admin

About this task


  1. Navigate to Financial Planning > Administration > Budget Model.
  2. Open the desired budget model.

    Ensure that your mappings are defined on all the segments used in the model hierarchy.

  3. Click the Generate Budget Keys button at the bottom of the list.

    If you add more general ledger data and generate the keys again, the application generates only new keys based on the changed data. It does not regenerate the same keys, nor does it create duplicate keys.

What to do next

Assign an owner to the key on the budget key form.