Insert a new budget group

In addition to the Global budget groups provided by default, you can create a budget group. By creating your own budget groups, you can assign different configurations to various provider groups instead of being limited to the single, default Global budget group option.

1. Open the Budget Provider Configuration driver.

2. Double-click + Double-Click to Insert New Budget Group.

3. On the Calc Method Variables dialog, click Choose Value.

4. Select the budget group and click OK.

   NOTE: Each budget group must be unique. You cannot add another version of an existing budget group.

5. Click OK.

6. Update the new budget group configuration as needed.

7. Verify that the Save option appears next to the group name. If it does not appear, click Save to enable the dropdown arrow next to the group name. Click the dropdown arrow and click Save.

8. On the Main ribbon, click Save.

9. Click OK.