Setup Entity Type Hierarchies

A budget hierarchy is used to manage budget workflows and assign budget responsibilities to budget managers. It allows budget managers to work with their parts of the overall budget plan or forecast. By assigning budget managers to a specific part of a budget, you can provide them with budget input, approval and other budget workflow privileges.

Clicking Setup displays the Entity Type Setup page. The budget entities you add here become associated with the children, or the lowest level members.

On the Entity Type Setup page, defined entities are displayed. You can edit existing entities.

For information on budget entities; what they are, how they are used, and a use case, see Everything You Need to Know About Budget Entities.

To add a new budget entity:

1. Access the Hierarchy Management page by navigating to Maintenance > Hierarchy > Hierarchy Management.

2. Open Hierarchy Management in Edit mode.

3. For Hierarchy Type, select Entity Hierarchy.

4. Click Show.

5. Click Add.

6. On the Add Entity Typepage, complete the following fields:

   Name / Description - Enter a name and description for the entity type.

   Basis - You can base the entity type on attributes or segments. If you select Based on Attribute(s), the attribute mapping pane is opened.

   Note:

   Basis information can't be edited once the budget hierarchy is built.

   Enable Default Member Selection - By selecting this checkbox, you can set up the default segment member of the attribute segment for the entity during entity setup. This helps administrators define a default member of the attribute segment for a budget entity based on the selected attribute value.

   Dimensions - Lists all the dimensions with configured attributes.

   Unmapped Attributes - Available when you select the Based on Attributes Basis. Select the attributes you want to map (associate) with the new budget entity type. Click the forward arrow to map or associate selected attributes.

   Mapped Attributes - Available when you select the Based on Attributes Basis. Displays the attributes associated with the budget entity type.

   In the example below, the Project entity type was created on the Project dimension. It is a user-defined attribute, which is displayed in the budget entity hierarchy so that project codes can be selected for professional services.

   

7. Click Save.