How to: View Budgets
In a budget with dimensions, you can filter the entries and see specific budgets.
To view a budget
In the Search box, enter G/L Budgets, and then choose the related link.
In the G/L Budget Names window, open the budget that you want to view.
On each FastTab, fill in the relevant fields. On the Filters FastTab, fill in at least one filter field.
If you have selected Period in either the Show as Lines or Show as Columns field, then you must fill in the View by field on the General FastTab.
If you have not selected Period in either the Show as Lines or Show as Columns field, then enter the appropriate period on the Filters FastTab in the Date Filter field.
On the Actions tab, choose Show Matrix to view the budget matrix.
Note
Only entries from the general ledger budget with the filter codes that you enter on the Filters FastTab are included in the calculation. Budget entries with other filter codes or without any filter codes are not included. As long as the filter remains on the window, the budget only displays the budget entries with these filter codes.
Tip
If you want to modify the budget, you can modify the budget entries. Choose an amount to view the underlying general ledger budget entries.