The Budget Header form will be dependent on the template selected when the worksheet is created.
Budget Header
To enter Budget Header details, click in the ‘Budget Types’ section of the worksheet and either double-click in a cell (in this section) or choose the ‘Forms’ icon and select ‘Budget/Plan Header Settings’ from the ribbon.
This set of columns is like the first page on the Oracle Projects Budget form. It sets the parameters for type and level of detail of the budget, and includes some optional information such as Change Reason, Version Name and Description. All mandatory fields are highlighted in yellow.
You will be unable to choose a Budget Entry Method that requires a Resource List if you have removed/deleted this column.
Financial Plan Header
To enter Financial Plan types, click in the ‘Plan Types’ section of the worksheet and either double click in a cell (in this section) or choose the ‘Forms’ icon and select ‘Budget/Plan Header Settings’ from the ribbon.
This set of columns stores the financial plan version details. It allows the user to enter cost and revenue settings. All mandatory fields are highlighted in yellow and are dependent on the ‘Plan Setup’ selected.
Note– The Version Type field is only available when the Plan Setup value = ‘Cost and Revenue Separately’.
When you choose to upload your project budget(s), the program searches for the first row of the project budget (in the Budget Details section). It then searches from that row upwards for the nearest Budget Header line. That line will apply for the entire project budget.
DO NOT place another different Budget Header line midway through a particular project budget. The upload programs consider each new header line as indicating the start of a new budget or budgets.
