Create a budget key manually

Create a budget key manually when you want to specify specific segment records that comprise the key, as allowed by the budget definition.

Before you begin

Role required: budget_admin

Procedure

  1. Navigate to Financial Planning > Administration > Budget keys.
  2. Click New.
  3. Fill out the form fields (see table).
  4. Click Submit.
    Table 1. Account Code form fields
    Field Description
    Name Descriptive name for the account code.
    Segments The segments associated with this budget key. These segments are set in the budget model in the Segment Relationships related list. Select a value for the root segment identified in the budget definition.