Budget lines in Sage Intacct Budgeting and Planning are made up of line items that are linked to your GL accounts and employee data, and line items that are derived from model lines. To prevent performance issues that may occur in larger budgets, the recommended budget size is a maximum of 3,000 total budget lines, including model lines.
How do you know how many budget lines you have in your budget?
The first glance of the number of budget lines you have in your budget is during budget creation when you use the Create budget wizard. When you create your budget structure, the number of budget lines is displayed for each budget group (Revenues, Cost of Revenues, Operating Expenses, or Other) in the budget preview, and the estimated total amount in your budget is displayed at the bottom of the window. The number of budget lines adjusts as you drag and drop dimensions into your budget structure.
Let’s say you budget by Locations and Department and you have 5 different locations and 8 departments. For each Location/Department combination, you budget for approximately 50 accounts. The quick budget line estimate is 5 * 8 * 50 = 2,000. If you budget by employee and have 150 employees, this will take your total to 2,150. If you plan on creating Models and adding model lines to your budget, then this too adds to your budget total.
Once you have completed creating your budget, the Setup guide offers you a quick glance of the overall status of your budget setup. (See the Setup Guide article for more information.)
To see the total number of budget lines you have in your budget, simply click on the Setup guide icon in the toolbar. Then, click on the Budget structure group and the total number of budget lines and model lines you have in your budget is displayed at the bottom of the Budget structure window.