Update Org/Acct Budgets From Planning Budgets

Use this screen to automatically enter organization budgets or outlooks from Costpoint Planning in the general ledger and view them on the Manage Organization/Accounts Budgets screen

You can use this screen after you have set up budget information on the Manage Budget Revisions screen and accounts on the Manage Accounts screen. You must also have set up organizations on the Manage Organization Elements screen and linked your accounts and organizations.

After you run the update process, budgets or outlooks that have been retrieved from the Planning domain are included in the general ledger, and will display on the Manage Organization/Accounts Budgets screen.

This allows Costpoint to display those budgets or outlooks when you print financial statements and other reports that include budget records.