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How do I consolidate departments and projects to the organisation budget?

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 10 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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