Manage lean budgeting for demand

  • Release version: Xanadu
  • Updated October 28, 2024
  • 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

    • 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. Navigate to All > Demands > Demand > All.
    2. Open the required demand.
    3. In the Investment Budget related list, select New.
    4. On the Investment Budget form, fill in the fields.
      For more information about the fields and their description, see Investment Budget form.
    5. Select Submit.

    Result

    The allocated budget for a fiscal period is displayed in the Investment Budget related list.