Since most accounting systems do not have detailed records of an Org./OBS management authority structure, use Maintain Organization Budget Approvers to record those details in the database to support the budgeting process.
To maintain organization budget approvers, complete the following steps:
From the Reports & Actions menu, click Maintain Organization Budget Approvers (M.A.O.3).
The Maintain Organization Budget Approvers screen displays.
The current Organization Budget Approvers are listed in the table. The employee's ID is listed in the first column, and the top-level Rollup Org level that they are allowed to approve is listed in the second column.
To change any of the information in the list:
Click Edit/Delete for the user you want to update. The user's information displays in the fields to the right.
Select a new Rollup Org ID and/or Budget Approver from the drop-down lists.
Click Update.
Deltek Budgeting & Planning lets you know the change was made.
To add a new budget approver:
Select the Rollup Org ID from the drop-down list.
Select a name from the Budget Approver drop-down list.
Click Add New.
Deltek Budgeting & Planning lets you know the list has been updated.
To create multiple budget creators at one time for a particular Org level:
Click the Budget Creators link in the table opposite the appropriate Rollup Org level.
The Maintain Organization Budget Approvers Setup screen displays.
Take the following actions:
Org ID — Select the org ID from the drop-down list.
Budget Creator — Select a name from the drop-down list.
Click Add New.
The name is added to the field on the left.