Published at: 2026-10-12

Configure budget types

Create parent-child relationships between budget sheets based on the organization management model, and set planning, control, Budget Carryforward, and roll-up strategies.

Overview

Budget management models differ by enterprise and organization. Budget types can fit different Org Structure, create parent-child relationships between budget sheets, and set how budgets are created and controlled. You can currently set planning, control, Budget Carryforward, and roll-up strategies.

The control policy also determines whether the system generates a budget summary table: after an expense budget sheet is created successfully, and the control policy is not strict control by planning dimension, the system generates a summary table by control period and control dimension.

Before you start

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Role permission: CRM administrator, budget finance.
Prerequisite configuration: Budget subjects are available, and the organization hierarchy is clear.
Entry: Budget Management app → Budget Settings > Budget Types.
Impact: The budget type directly affects later expense budget sheet layouts, the receiving level of Budget Breakdown, Budget Carryforward, and roll-up behavior.

Configuration steps

View the budget type list

In the web main navigation, open Budget Management.
Go to Budget Settings > Budget Types.
Review existing types and their Applicable Organization.

Create a budget type

In the list, click New.
Create parent-child relationships between budget sheets based on the Org Structure.
Set planning, control, Budget Carryforward, and roll-up strategies.
Save.

Edit a budget type

For a budget type that is already in use, the editable scope is: Budget Type Name can be edited, Budget Type Applicable Department Organization can only add values, Budget Level Name can be edited, and Level Budget Creator can be edited. Other fields cannot be edited.
For a budget type that is not in use, you can edit it in the same way as create.

Verification

The budget type list shows the new record.
When you create an expense budget sheet, you can select this type and see the matching level layout.
During Budget Breakdown, the system can load the receiving level by the hierarchy. The lowest level cannot be broken down further.
If you use coarse control (not strict control by planning dimension), you can see automatically generated records in the budget summary table after creation succeeds.

Notes

Do not change planning and control strategies of a budget type that is already referenced.
After parent-child relationships are used by budget sheets, evaluate existing Budget Breakdown and Budget Allocation data before you change them.
Budget Allocation is allowed only between budget sheets that share the same parent. When you design levels, reserve sibling nodes that can receive Budget Allocation.