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Allocate/Distribute Monthly Budget Per Department

Posted on by 10

Hi Gents,

I need help. How can I allocate or distribute a monthly budget for every department using the approved annual budget plan?

  • Suggested answer
    NataliaLeal Profile Picture
    NataliaLeal on at
    RE: Allocate/Distribute Monthly Budget Per Department

    Hi Gents,

    You can allocate budget plan from one department to other departments by using manual allocation from budget plan lines or automatially by using workflow. Here you can find more deails: docs.microsoft.com/.../budget-planning-data-allocation

    For that you will need to setup budget plan configuration and budget plan process considering the following link: docs.microsoft.com/.../about-budget-planning-configuration-and-setup

    Hope this can help you. 

    Best regards,

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