Configure budget attribute at instance-level
Configure the budget attribute by expense type or cost type as an instance-level to work on budget allocations for your planning items using Portfolio Planning.
Before you begin
- Enable the budget allocation property to work on budgeting for planning items. For more information, see Enable financial budget allocation for planning items in Portfolio Planning.
- Role required: admin
Important: Existing customers cannot change the budget attribute to cost_type.
Procedure
Navigate to All and type in sys_properties.list in the filter box.
Filter the Name column to locate and open sn_invst_pln.budget_allocation_attribute property.
Update the Value field to one of the following.
- cost_type - view financials by cost types such as Hardware Opex, External labor Capex, Software Capex, Software Opex, and so on.
- expense_type - view financials by expense types such as Capex and Opex.
- Select Update.