Transfer Budget

Explanation

This activity is used to transfer a budget amount from the Active Budget amount in one forecast line to another forecast line. Budget transfer allows to transfer budget values among already available forecast lines without affecting the total budget amount for the Forecast.

To transfer budget, select the forecast line from which the budget needs to be transferred and click the Transfer Budget action command to open the Budget Transfer assistant. For each transfer, a Budget Transfer Reason should be provided.

Active Budget amount available for a forecast line can be fully or partially transferred among one or more forecast lines.

Prerequisites

System Effects