Publishing a budget makes it available for tracking, and reporting. Once a budget is created, reviewed, and approved, it must be published to finalize the allocations.
A Budget Process Owner can publish an approved budget and make it available as a baseline for variance calculations of planned and actual spend.
A budget or forecast publishes to its respective model type.
Procedure
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Open the approved Budget Details or Forecast Details page.
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Open the three-dot menu.
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Select Set as Baseline Budget or Set as Baseline Forecast.
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Review the confirmation message.
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Confirm the action.
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When a new budget or forecast is published, it completely replaces the existing budget or budget for that year.
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After the budget or forecast is set as baseline, the approved values are published to the budget or forecast model and become available for reporting and analysis. Use the Budget Overview dashboard to analyze budget data and the Forecast Overview dashboard to analyze forecast data.
How allocation rules apply to Budget baselines
When you set an approved Budget as baseline, Yarken automatically reruns the applicable Cost Pool and Tower allocation rules.
These rules distribute the resulting Budget expenses to the appropriate Cost Pools and Towers based on the configured allocation criteria.
Existing assignments take priority
If a Budget line already contains an explicit Cost Pool or Tower assignment, Yarken preserves that assignment.
Important: Existing allocation rules do not override explicitly assigned Cost Pool or Tower values. Yarken applies applicable rules to Budget expenses that do not already have those assignments.
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