Enforce Single Budget

When enforcing a single Budget, the following factors are taken into consideration:

• Budget dates are reset to the object start and end date when a budget already exists for items with the dates not matching to the object start and end dates.
• Budget names are updated when the Project, Task or Assignment name is updated.
• Budget dates are automatically updated to correspond to the same dates as the object when the Project, Task or Assignment dates are updated.

  Note: If no Budget licenses exist, then the Enforce a single Budget for the Project, Task and Assignments option is not displayed on the System level Work Setup page.

This article details how to enforce a single Budget for Projects, Tasks and Assignments from the System level Work Setup page.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Work to expand the corresponding menu.
3. From the menu click System.
4. Upon the System level Work Setup page displaying, ensure that the Multiple Budgets selection box is cleared.

   

5. Click Save to apply your changes.