Set up the budget proposal feature

Completed

Complete the following steps to set up the budget proposal feature.

To enable the Budget proposal feature:

  1. Open the Feature management workspace.
  2. Select Check for updates.
  3. On the All tab, search for Budget proposal.
  4. Turn on the feature by selecting Enable now.

To set up the Budget proposal feature.

  1. Go to Budgeting > Setup > Basic budgeting > Budget proposal and then select Enable feature.
  2. Select View the data fields used in the prediction model to view the default list of fields that are used for the AI Budget proposal forecast model.

Screenshot of the Finance Insights configuration page, showing the +Activate button.