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Organisation Budget (Consolidate Business Units)
Organisation Budget (Consolidate Business Units)

Configure the organisation budget to equal the consolidation of your projects or departments.

Mick Devine avatar
Written by Mick Devine
Updated over a week ago

When budgeting by cost centre/job/project/program you may want to roll these budgets up to the organisation or overall budget. The CONSOLIDATE button in the Budgets & Actuals screen lets you configure how your organisation or overall budget will be calculated throughout the Calxa reports and dashboards.

Note you can choose not to consolidate your business units if preferred. You may choose not to consolidate in cases where you budget on only a few of your business units for specific reporting needs but then also need to create an organisation level budget for the total company.

Tip:πŸ’‘A budget formula can also be used to consolidate business units, which can be used if you only want to consolidate selected business units or business units from multiple categories.

  1. Navigate to Budgets & Cashflow -> Budgets & Actuals.
    See Edit Budgets for more details on this menu.

  2. Click CONSOLIDATE and then select the business unit category you want to consolidate for budgeting and reporting purposes.

  3. Click CHANGE SETTING when done.

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