How to Edit a Budget Entity's Properties?
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How to Edit a Budget Entity's Properties?

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Article summary

  1. Navigate to Maintenance > Hierarchy > Hierarchy Management.

  2. Select Entity Hierarchy for the Type.

  3. Click Apply Selection.

  4. Locate the budget entity in the hierarchy structure that you want to edit and click the entity name (roll-up or leaf node).

  5. Select the member in the center pane.

  6. In the right pane, update the Default Properties (Member Code, Member Name, Parent Member, Member Type, Member Sub Type, Rollup Operator, Currency), and Segment Properties (Entity, and Departments) as needed.

  7. Click OK.

  8. Click Save.


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