In Stratex, budgets are assigned to initiatives via the portfolio approval transactions. However, if required admins may manually assign budgets to Business cases and Projects. This page will provide guide on how admins can manually update the budget of initiatives.
Instructions
As an admin user navigate to the initiative which you would like to manually update the budget details for.
Click on the down arrow next to the Save button. Select ‘Update Budget Details’
Select the Fiscal Year you would like to the update the budget details for.
Enter the ‘Budget Approval Reference’. This is the budget version which you would like to include the initiative in.
Enter the budgeted Capex amount in the ‘Budget Capex Approved’ field.
Enter the budgeted Opex amount in the ‘Budget Opex Approved’ field.
Enter in comments.
Click Submit.
All the fields in the ‘Manual Budget Approval’ are set as required. Admins are required to fill in in each field before updating the budget.
Please ensure the entered budget version a prior or current version.
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