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Create a budget target

Create a budget target

A budget target is an estimated amount of money for a specific fiscal period and budget key combination for operating and capital expenses. Use budget targets to set up a financial goal for a budget plan.

Before you begin

Role required: itfm_plan_analyst, admin


  1. Navigate to Financial Planning > Financial Planning > Budget Targets.
  2. Fill in the form fields (see table).
    Table 1. Budget Target form
    Field Description
    Budget Key The budget key to which this target applies. Select a key.
    Fiscal period The fiscal period year to which this target applies. Select a fiscal period.
    Target Currency The currency in use.
    Capital Target The target amount in the currency being used.
    Operating Target The target amount for operating expenses.
  3. Click Submit.

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