Load Budgets

You can load your enterprise-wide budget, including revenues and expenses, to General Ledger for analysis and reporting.

If you implement Budgetary Control, you need to also load your expense budget to Budgetary Control to validate your spending against the budget. Budget can be loaded for any combination of budget segment values for which you have access to. Budget account combinations are different from the account combinations used in transactions and can be subject to different validations.

How budget can be loaded into Budgetary Control depends on the source budget type of the control budget. Budget loaded to certain control budgets can be synchronized with budget in General Ledger, reducing the need to separately loading it to General Ledger.

Budget Balance Sources

This table explains how budget can be loaded into Budgetary Control and whether they're synchronized with General Ledger based on the source budget type and processing type.

Source Budget Type

Control Budget Processing Type

Methods of Loading Budget Balances

Synchronize Budget Balances from Budgetary to General Ledger

EPM Financials Module

See Set Up Financials Cloud for Loading Budget from EPM.

Procure to pay
  • Enter Budget in EPM using Planning and load using Data Exchange

  • Revise budget in EPM using Budget Revisions and load it using the Funds Reservation action

  • Yes

Hyperion Planning

Can be reclassified to EPM Financials module

See Set Up Oracle Fusion Financials for Loading Budget from EPM

Procure to pay
  • Enter budget in EPM using Planning and load it to using Data Exchange

  • Load budget with File Based Data Interface (FBDI)

  • Enter budget using Enter Budgets in Spreadsheet task

  • Enter budget transfer using Budget Transfer form from the Review Budgetary Control Balances page

  • No (if loaded from EPM or use Budget Transfer)

  • Yes (optional, if use FBDI or Enter Budgets in Spreadsheet)

Project Management

Procure to pay

Enter budget in Project Management and load it during budget baseline

  • Not Applicable

Other

Can be reclassified to EPM Financials Module

Procure to pay
  • Enter budget in a third-party software and load it using FBDI

  • Enter budget using Enter Budgets in Spreadsheet task

  • Enter budget transfer using Budget Transfer form from the Review Budgetary Control Balances page

  • No (if use Budget Transfer)

  • Yes (optional, if use FBDI or Enter Budgets in Spreadsheet)

Other Cash
  • Enter budget in a third-party software and load it using FBDI

  • Enter budget using Enter Budgets in Spreadsheet task

  • Enter budget transfer using Budget Transfer form from the Review Budgetary Control Balances page

  • Receivables receipt
No

Control Budget

Control budget of this type is known as summary control budget and is linked to a control budget of one of the above source budget types

Procure to pay

Automatically updated in the summary control budgets when the budget balances are imported to the source detail control budget.

  • Not Applicable

No Budget

Used to track transaction spending, not spending against budget amounts

Procure to pay

Budget can't be loaded

Not Applicable

Budget Balance Classifications

Budgetary Control can maintain and report budget balances separating initial budget from budget adjustments. This table explains how these two budget balance classifications are determined based on the methods of loading budget balances.

Methods of Loading Budget Balances

Budget Entry Classification

Load budget with File Based Data Interface (FBDI)

  • Initial budget (if you specify budget entry classification as initial budget)

  • Budget adjustment (if you specify budget entry classification as budget revision)

Enter budget using Enter Budgets in Spreadsheet task

  • Initial budget (if you specify budget entry classification as initial budget)

  • Budget adjustment (if you specify budget entry classification as budget revision)

Enter budget transfer using Budget Transfer form from the Review Budgetary Control Balances page

  • Budget adjustment (always)

Enter Budget in EPM using Planning and load using Data Exchange

  • Initial budget (if budget period is available for budgeting)

  • Budget adjustment (if budget period is open)

Revise budget in EPM using Budget Revisions and load it using the Funds Reservation action

  • Budget adjustment (always)

Enter budget in Project Management and load it during budget baseline

  • Initial budget (if budget period is available for budgeting)

  • Budget adjustment (if budget period is open)

Receivables Receipt

  • Budget adjustment (always)