Creating a budget from no reference data

It is possible to start a budget without a previous budget or one based on actuals. This is normally an anomolly as it is common practice to create a budget based on prior year actuals or budget. Often, this approach is used to create a Pre-Allocation Budget. 

Create the Blank Budget - Step by Step

1. Go to Planner > Planner Setup > Budget Management tab.
2. Click Create Budget.
3. Choose the option to create an empty budget.
4. Select the newly created budget and click Set as Planner. You are given the option to unlock all worksheets.
   • Click Okay to unlock all worksheets and allow users to begin making edits.
   • Click Cancel to keep the status of the worksheets unchanged.
5. Go to the Worksheet Management tab.
6. Click Add Worksheet and fill out the form as needed.
   
   
   
7. Click Save.
8. Add all needed worksheets.
9. Go to Planner > Worksheets.
10. Click Edit (pencil icon) next to a worksheet.
    
     
11. Click Worksheet Actions > Add Line to add the needed accounts to the worksheet.
    Note: Depending on your Martus configuration, you may also need to add additional dimension values such as program, activity, or project codes to each line. 
12. Enter the budgeted amounts using the Budget Widget.
13. When you are completely done, click Submit to lock the budget worksheet; this also submits it for approval if you are using that feature of Martus.