Prerequisites

Before you begin asset budgeting, complete the following setup steps:

1. Import asset data into Planning and Budgeting from Asset Management or another data source at the coordinator level.

2. Set up asset budgeting defaults at the coordinator level.

3. Create a planning model and define the asset activity's data source before staging and releasing the activity at the coordinator level.

4. Edit a working version for the asset budgeting activity at the preparer level.

   Note: After you complete your asset budgeting modifications, be sure to unlock the version.