Budgets and Consolidated Companies

KWevick

I have a client who would like to import their budgets into the Consolidated Company and we can do the mod for this. My question is, will bringing in the business unit help or hurt. Obviously it will help when they want to filter by BU, but will there be any negative impact or will it even be recognized by the various reports? The BU is not a part of the Budget header (it is on the lines) and there does not appear to be any way to handle it manually.

I'm thinking that a budget import that includes Dimensions may be all that is useful.

Thanks for your input.
:-k

dimus

Actually, BU looks like another dimension that you can use for budgets. There's a BU filter on the Budget header and you can export/import BU to/from excel (this is a standard function).
I would certainly recommend to add BU to the budget(s) to have either individual or consolidated budgets by BUs.
Account schedule has a BU totaling field for columns only.