Specify a budget key owner

Specify a user to own a budget key so that the user can own budget plans.

Before you begin

Role required: budget_admin

About this task

When you create a budget plan, specify both a budget key and a budget owner. On the Budget Key owner form, you give a user, who must already be a budget owner, access to a budget key. 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 budget key.

Procedure

  1. Navigate to Financial Planning > Administration > Budget Key Owners.
  2. Click New.
  3. Fill in the form fields (see table).
  4. Click Submit
    Table 1. Budget Key Owner form fields
    Field Description
    Budget Key Select any budget key. The same budget key 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 budget key.
    Access Level Select one of the following options:
    • Full
    • Limited