Configure Global Setup

Configure the 01 Budget Configuration driver's Global Setup parameters.

NOTE: Cells formatted in light blue accept numeric or text input. Cells formatted in green indicate dropdown list selections.

This table describes Global Setup.

Option Definition
Dept Dimension Grouping Code to be used for Global Assignments Define the groupings the system uses to build and assemble the plan files.
Use KHACMDimGrp

From the ACCT dimension, define which Stdline to use for the department.

Examples:

  • Select Account KHAStdline for a basic operating plan file .

  • Select Physician KHAStdline for a physician department.
Activate Red Flag Popup

For certain values, you can set variance thresholds which—if exceeded—cause a red flag icon () to appear.

Select one of the following options to determine whether the user must address the threshold by entering a comment:

  • Yes - When the threshold is met, require the user to enter a comment in the Comment field before saving the plan file.
  • No - Allow the user to save the plan file without entering a comment.
Expense Transaction Drilling, On or Off?

Select one of the following:

  • On - Drill down to a subsidiary General Ledger in the Expense tab.
  • Off - Not allow users to drill down in the Expense tab.
Dept Column Width?

By default, the department column width is 15 pt. Use this field to enter different column width size.

Acct Column Width?

By default, the account column width is 15 pt. Use this field to enter a different column width size.

NOTE: Large numbers display in scientific notation (for example, #######) for sizes larger than 15 pt.

Budget configuration includes the following tasks: