Entering Budget Data
If you want to track the variance of your actual period balances from budget, you must enter your budget data into your live balance object. Which object this is depends on which live balance type mode is in force:
- In Mode 1, add them to your Budgets and Balances object (manual, data loader or Datastream).
- In Mode 2, add them to your Reporting Balances object (manual, data loader or Datastream).
See Types of Balance Record for more details. If you add your budgets to the secondary balances, you will lose your budgets when you run a full synchronization.