Manage lean budgeting for demand

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Allocate budget for demands at each fiscal period instead of the entire fiscal year to reduce the overhead costs associated with traditional approach.

    Before you begin

    • Lean budgeting is enabled. For more information, see Enable lean budgeting for demands.
    • Role required: sn_invst_pln.sn_spm_funding_user

      Any user role with this specific role attached can add or manage the investment budgets.

    Procedure

    1. Open a demand from the home page of Next Experience for Demand Management.
      For more information, see Access demands.
    2. Select Details from the L-2 (level 2) navigation menu.
    3. Select Investment Budget.
      Note:
      If the Investment Budget tab isn’t visible, select More and then select Investment Budget.
    4. Add or edit an investment budget record:
      • To add an investment budget record, select New.
      • To update the details of an investment budget record, select the record.
    5. On the Create New Investment Budget form, fill in the fields.
      Table 1. Investment Budget form details
      Field Description
      Amount Investment budget amount.
      Fiscal period Fiscal period to allocate the budget.
      Investment Planning item to allocate this budget to.
      Note:
      The current demand is selected by default.
      Expense type Type of the expense.
      • Capex - Budget for capital expenses.
      • Opex - Budget for operational expenses.
    6. Select Save.
      Note:
      To delete an investment budget record:
      • Select a demand budget record from the Investment Budget tab and select Delete.
      • Select Delete from the More Actions option in the investment budget record form.
      After completing your work on the demand budget record, use the breadcrumb navigation to return to the Investment Budget tab.