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)