I have created a baseline budget plan for all departments and have submitted it to workflow. All the departments have made their changes to the budget, and submitted their final revision to workflow. My problem is, now that all the department budget plans are submitted, my budget plan does not reflect the accurate aggregate of all the department budget plan numbers; it still only displays my original baseline plan numbers. Any idea why that is or how to fix it? I know there are lots of moving parts in budget planning setup. I'm just looking for some ideas to investigate.
Navigate to Budgeting > Budget Planning > Budget Planning Configuration and check the aggregation rules and workflows.
Validate Hierarchy:
Go to Organization Administration > Organization Hierarchies and confirm that all departments are included in the hierarchy used for budget planning.
Test in Sandbox:
Replicate the issue in a sandbox environment to isolate the problem and test potential fixes.
Recalculate Aggregates:
Use the Recalculate Aggregates option in the budget planning workspace to force the system to update the numbers.
Was this reply helpful?YesNo
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
624
Share
Report
All responses (
Answers (
