How many budget lines are supported?

Budget lines in 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, we recommend a maximum of 3,000 budget lines.

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.

Identify how many budget lines in your budget

Create budget wizard

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.

For more information, see Step 5 - Set up your budget structure.

Shows the estimated budget lines when your build your budget structure.

Setup guide

After you create your budget, the Setup guide offers you a quick glance of the overall status of your budget setup.

To see the total number of budget lines you have in your budget:

  1. Click on the Setup guide icon in the toolbar.

  2. Click on the Budget structure group.

    The total number of budget lines and model lines you have in your budget appears at the bottom.

For more information, see Setup guide.