Overview of budgeting in ScaleXP
For an overview of budget options in ScaleXP, see How to Set Up Budgets in ScaleXP (Overview).
Where to Add Budgets in ScaleXP
Budgets can be added at both the subsidiary level and the parent (consolidated) level. The best approach depends on your reporting structure.
Important
If you upload a budget only to the parent entity, you cannot run budget vs actuals by subsidiary. For full reporting flexibility, upload budgets at the subsidiary level and consolidate at the parent.
To review, edit and view budgets at the parent level, go to the Load Data tab and select Budgets and Forecasts in the sidebar on the left.
Loading a new consolidated budget
Go to Load Data (top tab), Budgets & Forecasts (left sidebar).
Click on “Load new budget here”.
Then follow the instructions as described in How to add a budget or forecast.
Creating a budget built up by subsidiary
First, import one or more subsidiary level budgets.
To import one or more subsidiary level budgets, see How to add a budget or forecast. Note that subsidiary budgets can be imported from either your accounting system or a ScaleXP format spreadsheet.
Once one or more budgets have been uploaded at subsidiary level, go to Load Data (top bar)>Budgets & Forecasts (left sidebar) > use dropdown menus by entity to select budget from each entity> name the consolidated budget (top left of selected budget section).
Once created and named, these budgets are available for use in all Reports, Dashboard charts and graphs, and Presentations.
Hint: Manual entry budgets will have a report logo whereas those uploaded from your accounting system will have the logo of the accounting system next to them.
