Published at: 2026-10-12

Maintain budget subjects

Define the subject hierarchy where budget expenses occur.

Overview

When an enterprise manages budgets, it needs to define subject information for expenses. Subject hierarchy and subject content differ by organization. The system provides preset basic subjects and supports manual maintenance. After you maintain them, you can reference these subjects when you create expense budget sheets.

Before you start

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  • Role permission: CRM administrators and budget finance users with Budget Settings.
  • Entry: Budget Management app → Budget Settings > Budget Subjects.

Configuration steps

View the subject list

  1. In the web main navigation, open Budget Management.
  2. Go to Budget Settings > Budget Subjects.
  3. Review preset subjects and subjects already maintained by your organization.
Budget subject list

Create a budget subject

  1. In the subject list, click New.
  2. Enter information based on your organization’s subject hierarchy and subject content.
  3. Save.
Budget subject create entry Budget subject create page

Edit a budget subject

  1. Open the edit entry of the target subject in the list.
  2. Change the subject content or hierarchy relationship.
  3. Save.
When you need to disable or clean up a subject, use the delete action in the list, and confirm that no Budget Sheet still references it.
Budget subject edit entry

Verification

  • Confirm that the new subject is visible in the Budget Subjects list.
  • Confirm that an enabled subject can be referenced when you create an expense budget sheet.
  • If a record has no parent subject, the level displays as level 1.

Notes

  • A disabled subject cannot be referenced by new Budget Sheet data.
  • Subject content affects later planning dimensions. Before you change it, confirm whether budget sheets already use it.

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