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Editing Budget phasing

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Posted on by 156
We have imported our FY2024/2025 budget but there was an issue with some of the phasing - I am trying to amend some of the months with the correct phasing but keep hitting the following error:
You cannot change the amount on this G/L budget entry because one or more related analysis view budget entries exist. You must make the change on the related entry in the G/L Budget window.
 
Where is the G/L Budget window to make this change - I get this error whether I am importing or manually adjusting the phasing lines.
  • Sacha E Profile Picture
    Sacha E 156 on at
    Editing Budget phasing
    Thanks for both of your responses. What worked for me was as suggested by Jun, going into the Analysis Views and turning off the include Budget on the one that was using the Budget. I could then go in and via Config. Package I was able to import my amended lines for the appropriate entry numbers and it all worked. I then went back into Analysis Views and turned the Budget back on to the relevant report and updated it. 
  • Verified answer
    Jun Wang Profile Picture
    Jun Wang 7,440 Super User 2024 Season 2 on at
    Editing Budget phasing
    you could go to the below page and find which analysis view has the budget, disable the flag, then you will be able to edit
     
     
     
  • Suggested answer
    Mustafa Omerbegović Profile Picture
    Mustafa Omerbegović 1,088 on at
    Editing Budget phasing
    Hello Sacha,
     
    Try with the G/L Budget page.
     
    A G/L Budget should already be created, and you can select one budget and click on Edit Budget action.
     
    After the Budget card is opened, you can click on the Budgeted Amount which will open the G/L Budget Entries page.
    Clear filters so you can see all your GL Budget Entries and which ones are having issues.
     

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