During the budgeting process, circumstances might change and as a result, you might need to add a new level, entity or account to the Main tab in your existing budget.
What you can do depends on the type of budget. For example:
In your Sales budget, you can
Add additional levels, to budget at a more granular level. For example, if your Sales budget is organized by branch, then product group, you can add another level, to budget by sales rep.
Have different hierarchy levels than your expenses.
In your Financial budget, you can:
Add a whole new entity, such as a country, division or branch. For example, suppose your organization opens a new branch. You’ve added that branch to your ERP system and now need to include it in your budget. The branch won’t appear in your budget by default, so you need to add it in.
Add an account that had no activity last year. For example, suppose that due to the Coronavirus restrictions last year, you had no entertainment expense but this year, things are returning to normal, so you want to budget for the entertainment expense.
You can make these additions in two ways; either to one or more specific categories or to all categories in the budget simultaneously.
Add an level, entity or account to a specific category
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On the Main tab, expand the rows to the required level.
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Click the blue plus button 
that appears when hovering over the branch.
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Search for the General Ledger account code you want to add, for example Entertainment, then select that account.
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Repeat the above step to select other accounts.
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Select your preferred option:
To add the account to the selected row only, leave the default option selected.
To add the account to each account in the ????, select the “Each account…” option.
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The information below refers to budgets but the same process applies to forecasts. A dimension is a level in your budget hierarchy and an entity is a value within a dimension. For example, a dimension is Country and the entities are Australia, the UK and the USA. |
To budget at a more detailed (granular) level, you can add additional levels (dimensions) to the Main tab. For example, if you have a budget set up to budget by Country and Branch, you could add a level for Product Class underneath each Branch.
You can have up to six hierarchy levels in the Main tab. However, levels work differently in the two types of budgets (financial and operational).
Financial budget levels
In a financial budget setup, you can add up to four levels in addition to the two default levels of Category and Account (2+4=6). The levels are visible on the top right of the worksheet, and you can see the hierarchy when you expand the worksheet. For example, in the following image, you can see one level was added for County, bringing the total levels to three.
You can return to the budget setup to add more levels. It's best to do this before you start budgeting, in other words, before you edit any values in the worksheet, as there'll be little impact. You can add levels later in the budgeting process, but it'll likely result in the loss of entered data as you've changed the underlying structure of the budget. You'll get a warning message about this.
Operational budget levels
In an operational budget setup, you can add up to six levels of your choice. The levels are visible on the top right of the worksheet, and you can see the hierarchy when you expand the worksheet. For example, in the following image, you can see three levels were added: County Region and Sales Rep.
You can return to the budget setup to add more levels, or you can do it within the worksheet via the blue Add button next to the levels on the top right of the worksheet. For example, if you initially added four levels in the budget setup, you can add two more in the worksheet (4+2=6).
After you add the level, the worksheet page reloads. You can then expand the lines to view the additional levels of data.
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The level you add displays in blue, to differentiate it from the levels that were added during the workbook or worksheet setup. |
If you change your mind or make a mistake, to remove
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Add a level
The Sales budget is by branch by product group. Add one level: Sales Rep.
On the Sales tab, click the blue plus button
next to the level dropdown in the toolbar.
Add Sales rep. (More levels could be added if desired).
What happened? Is this what you expected? Can you expand these levels? Re-arrange them? Filter on them? Delete them? How does the workflow function?
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Please avoid adding Customer Ship To / Bill To. Until the performance improvements are complete, this may cause a timeout. |
Add level, entity or account to all categories
all categories in the budget (via the dimension drop down)
I think if you add the new branch from the "Add Branch" link at the bottom of the dimension filter list (see image below) you can add to all categories in one go. Make sure you select an existing branch which appears under all categories when choosing a branch to clone accounts from.
Given the number of branches in your budget this might take a few minutes to complete. Once you reload the budget the new branch should be in the correct order.
We’ve purchased an entire business (in Barnsbury), which will become a new branch. It is similar to our Dalston branch. We’ve added it to our ERP system, and we need to budget for it, but it won't appear by default. So:
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On the main tab, click the branch ‘level’ dropdown in the top toolbar, and choose ‘add branch’
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Add Barnsbury as a clone of Dalston.
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On this page
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