Project Budgeting Setup Steps

This table lists the high level steps to enable and set up project budgeting and provides a link to the documentation that discusses the step:

Setup Step	Documentation
Establish budget period calendars. Optionally establish summary budget period calendars to use budget period roll-up functionality.	See PeopleSoft Commitment Control: Defining Commitment Control Budget Period Calendars.
Enable projects budgeting and establish the default settings for the budget calendar, number of budget periods, and analysis groups at the installation level.	See Application Fundamentals: Installation Options - Project Costing Page.
Define budget items at the system level.	See Budget Items Page.
Set up cost budget alert thresholds for the business unit that appear as default settings for all project budgets that belong to that business unit.	See Project Costing Options - Budget Alerts (business unit) Page.
Set up budget plan version analysis types and enable budget row versioning for the business unit to create different cost or revenue budget plan versions.	See Budget Row Versioning Page.
If you use PeopleSoft Program Management, at the Project Costing installation level enable users to choose the general ledger (GL) business unit and department distribution when creating budget detail rows by using the Get Plan feature.	See PeopleSoft Program Management: Understanding Cost and Revenue Budget Generation.