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How do I create a Budget that sums all the Business Unit Budgets?
How do I create a Budget that sums all the Business Unit Budgets?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over a week ago

You can create an organisation overall budget by summing the Business Unit Budgets using the Consolidation setting:

  • Navigate to the Budgets & Actuals screen

  • In the Budget you are working on, select the Organisation name, with the Block of Flat icon to the left

  • Then at the top of the screen on the right Click on CONSOLIDATE

  • Choose the Business Unit Type that you wish to Consolidate

  • SAVE CHANGES

  • This will then populate the Organisation screen with the sum of all the Business Unit Budgets

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