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Why is the Budget Factory completing but giving Nil values?

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 8 months ago

Budget factory says it has completed, but on review the destination budget only has nil values.

  • Check the source data that is being used

  • An Organisation Budget will only create a top level organisation budget

  • You cannot create an Organisation budget from Business Unit Budget Data

  • If you wish to create budgets for Business Units, choose the Business Unit Option

    • Click the drop down and select the required Business units,

    • or use the BULK ACTIONS and Select All.

Note:

Using Select All will include everything that has data in the Source you are using, and may include accounts or business units that have been made inactive.


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