Enable lean budgeting for demands

task australia Updated Sep 10, 2026 1 min read config-investment-budget-demand.md
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Enable the Investment Budget option to allocate budgeting for demands at fiscal period.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Demands > Demand > All.

  2. Open the required demand.

  3. Select the Additional actions and navigate to Configure > Related Lists.[Omitted image "config-invest-budget.png"] Alt text: List of options available in Additional actions.

  4. Select Investment Budget from the Available column and add it to Selected column.

  5. Select Save.

  • Manage lean budgeting for demand
    Allocate budget for demands at each fiscal period instead of the entire fiscal year to reduce the overhead costs associated with traditional approach.

Parent Topic:Create a demand

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