Step 5 - Set up your budget structure

You are now ready to set up your budget structure hierarchy.

On the left side of the window, the dimensions and sub dimensions from Intacct appear.

On the right side of the window, the budget groups appear.

To set up your budget structure hierarchy:

  1. Hover over the information icons that appear next to the dimensions and sub-dimensions to view the available dimension values.

  2. Drag and drop dimensions into the budget groups to determine the desired budget structure.

  3. (Optional) Drag and drop a dimension under the top level to create your entire budget structure by a specific dimension, for example, by Locations.

  4. Click Next to continue to Step 6 - Import statistical data and select your statistical accounts.

A snippet video shwoing how to drag and drop the dimensions to create your budget structure.

Budget structure guidelines

To help you create a budget structure that is relevant to your company, follow these guidelines:

Guideline Description

Keep your management structure in mind

If your company manages its revenues by department, structure your budget by Department at the top level.

For example, if your revenue is only organized by Location in Intacct, and you structure your budget by Department, your budget could come out with blank budget lines.

Avoid over grouping

Each dimension group creates more budget lines.

The maximum recommended budget size is approximately 3000 budget lines, and anything above can cause performance issues.

Match your budget structure to the actuals that you import in Step 8 - Populate your data

Each transaction that you import into Planning must have at least a top level dimension value.

For example, if you structure your budget by Location and then by Department, the transactions must have a Location value.

For more information and examples, see Where are imported transactions placed in the budget structure?

Budget structure rules

The following table lists rules for setting up your budget structure:

Rule Description

Budget groups hierarchies are up to four levels

Do one of the following:

  • Add up to four dimensions in a hierarchy per budget group

  • Add four dimensions at the top level

  • Add a combination of dimensions at the top level and per budget group

After you use a dimension at the top level, you can't use it again in the same budget group hierarchy

You can’t build your company budget by Location, and then build your budget groups within the company by Location again.

You can, however, use the sub location dimension in the budget group level, if one exists, or another dimension, such as Department.

A budget with budget groups structured by a dimension.