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How do I consolidate departments and projects to the organisation budget?
How do I consolidate departments and projects to the organisation budget?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

To consolidate all your departments AND projects to the organisation budget:

  • Add an Unlinked Department and call it something like Consolidated Projects

  • In the Consolidated Projects budget, select all columns and add a formula

  • Make the formula live in the top right and then apply it

  • In the data source after the Budget version, select Projects

    • Using Bulk Actions, select them all

  • To enter your calculation, in the left side choose Selected Accounts

    • You do not need any further calculation

  • Apply Formula

  • Select the Organisation

  • Click Consolidate and then Consolidate all Departments

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