How to Add an Attribute-Based Budget Entity?

Creating a Budget Entity based on attributes allows more dynamic financial reporting and management. By associating attributes such as Reporting_Manager with the Budget Entity, you enable precise control over budget allocations and expense tracking for specific departments, like Travel Expenses.

1. Navigate to Maintenance and Hierarchy Management.
   
2. Click Edit Hierarchy to open the Hierarchy Management interface in edit mode.
   
   If your Default View is set to Edit Mode, the interface will automatically open in Edit Mode.
   
   
3. Go to the Hierarchy Selection section on the left pane of the Hierarchy Management interface.
4. Select Finance Hierarchies and the Department Dimension.
5. Select Setup. The Finance Hierarchies Setup page appears.
   
   
6. Click Attribute Setup. The Finance Attributes page appears.
   
   
7. Click the Add icon. 
8. Create the Reporting_Manager attribute by adding the Name, selecting the Type, and adding the Values to it.
   
   
9. Map the attribute to the reporting area in Maintenance > Reports > Cube Settings. Click here to learn more.
   
   
10. Now, you need to map the attribute to the budget entity. So, return to the main hierarchy area.
11. Click Edit Hierarchy to open the Hierarchy Management interface in edit mode. If your Default View is set to Edit Mode, the interface will automatically open in Edit Mode.
12. Go to the Hierarchy Selection section on the left pane of the Hierarchy Management interface.
13. Select Entity Hierarchy as the Type.
    
    
14. Select Budget Entity Hierarchy from the dropdown for the Dimension and Hierarchy fields.
    
    
15. Click Setup. The Entity Type Setup page appears.
    
    
16. Click the + button to create a new one. The Add Entity Type page appears.
    
    
17. To add the Entity Type, provide the following:
    1. Name > Travel Expense
    2. Basis > Based on Attributes
    3. Description > Optional
    4. Select Enable Default Member Selection
    5. Map the Reporting_Manager attribute.
       
       
18. Click Save and return to the main hierarchy area.
19. Click Edit Hierarchy to open the Hierarchy Management interface in Edit Mode. If your Default View is set to Edit Mode, the interface will automatically open in Edit Mode.
20. Select the main Budget Hierarchy member.
21. Click Add to add a new member.
    
    
22. Select the following for the new member:
    1. Node Type > Leaf
    2. Node Sub Type > Travel Expenses
       
       
23. Click Add.
    
    
24. Enter the Member Code.
25. Scroll down to User-Defined Attributes and for Reporting_Manager, click the browse icon and the Select Reporting_Manager window appears. Note that the window name is derived from the attribute but it's not the default window name.
    
    
26. Select the VP Administration attribute and click Save.
    
    You can see the VP Administration value added to the Reporting Manager attribute.
    
    
27. Similarly, for Default Member, select the browse icon and the Select Default Member window appears.
    
28. Select Department 500 Ops Mgmt. 
    1. If you cannot find the default member you are looking for, click on the Apply Filter icon.
       
       
    2. Use the Department Code or Department Name fields to refine your search.
       
       
    3. Enter the Department Code, i.e. 500 here. The member appears.
    4. Select the member and click on Save. You will now see 500 - Ops Mgmt as the selected value for the Default Member.
       
29. Now, click OK.
    Confirm settings for Budget Entity member VP Admin.
    
30. Click Save to publish the updated hierarchy.