Prevent Allocations When Budgets Are Null

When you configure a budget pool, you can prevent managers from submitting allocations before they're issued a budget when you select a rule from the When Budget is Null list.

In the When Budget is Null list, select the Error preventing Save rule when you have configured plans with the Submit Mode of Disable submit on the Configure Approvals and Notifications page in plan setup. You can also select to use this option and change the Submit Mode to Disable submit in Active Plans and then change it back after you've issued budgets.

Use the Error preventing Save and Submit rule when you configure plans with the Submit Mode of Submit anytime or Only after approving all managers.

If you enable modeling, you can use models to apply compensation amounts while budgets are null. Worksheet managers won't be able to make and save changes in the worksheet to applied amounts. If you've selected to have compensation amounts filled as a part of the Start process using default values or dynamic calculations, managers won't be able to make and save changes in the worksheet until you've issued a budget to them.

After you've issued a budget, configured budget validation rules apply.