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.
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