Creating a Budget from Scratch (No reference data)

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

Create an Empty Budget - Step-by-Step

1. Go to Planner > Planner Setup > Budget Management tab.
2. Click Create Budget.
3. Enter a Name for the new budget.
4. Select Empty from the Method dropdown.
5. Select the Budget Type from the dropdown.
   • Normal - Create a normal budget with no worksheets. 
   • Pre-Allocation - Create a budget with no worksheets to be used as a pre-allocation budget.
6. Click Create Budget.
   
   

Set the New Budget as the Default Planner

1. Go to Planner > Planner Setup > Budget Management tab.
2. 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.

Add Worksheets to the Budget

1. Go to Planner > Planner Setup > Worksheet Management tab.
2. Click Add Worksheet and fill out the fields as needed.
   
   
   
3. Set the dimensions, owner and approvers on the worksheet.
4. Add all needed worksheets.

Add Lines to the Worksheets

1. Go to Planner > Worksheets.
2. Click Edit (pencil icon) next to a worksheet.
   
    
3. Click Line 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. 
4. Enter the budgeted amounts using the Budget Widget.
5. 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.