Use > Budget Policy > Adding Organizations to a Budget Policy

Adding Organizations to a Budget Policy

Note This product feature is available only in HCM Premium or Ultimate Edition.

For details on various editions of HCM, see HCM Editions.

You can add organizations from the Budget Details view.

To do this:

  1. Go to the Budget Details view.
  2. Click the icon in the Organizations view.

    The Add Organizations to Budget Policy dialog opens. This dialog lists organizations which are not associated with the budget policy.

  3. Search for organizations using the organization's display name or description.

    Note You can select a single or multiple organizations to add to the budget policy. You can press Ctrl + A to select all the organizations in the list or Esc to unselect them.

  4. Click Add.