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How do I create a Budget that sums all the Business Unit Budgets?

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 10 months 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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