Property reference

sn_invst_pln.budget_allocation_attribute

The budget allocation attribute determines how financial data is categorized in the system. Admins should review this property to ensure accurate financial reporting based on either expense types or cost types, depending on their organization's needs.

Default: expense_type Type: choice list Application: Financials Core

Key questions about this property

The answers below summarize the purpose, scope, default effect, and review scenarios for this property.

What does it do? This property configures the categorization of budget allocations for financial planning items, allowing selection between expense_type and cost_type.
What area does it affect? Financials Core
What does the default mean? The default value is "expense_type", which is the baseline setting used unless it is changed.
When should you review it? Review this property when setting up or modifying budget allocations for planning items.

Out of the box property record

Raw metadata from the property record.

Property name sn_invst_pln.budget_allocation_attribute
Sys ID de980c0a778402108d43e558ca5a9940
Type choice list
Application Financials Core
Default value expense_type
Description Budget allocation attribute. Works when sn_invst_pln.enable_budget_allocation_v2 is set to true.
Updated 2024-01-31 02:16:03

Sources

Official references and nearby text excerpts where this property appears.

Documentation excerpt View supporting context
Context preview Snippet 1
... customers cannot change the budget attribute to cost_type. Procedure 1. Navigate to All and type in sys_properties.list in the filter box. 2. Filter the Name column to locate and open sn_invst_pln.budget_allocation_attribute property. 3. Update the Value field to one of the following. ◦cost_type - view financials by cost types such as Hardware Opex, External labor Capex, Software Capex, Software Opex, and ...