Project Iteration Options

The Budget Administrator center's Project section has options for saving project worksheet data to budget iterations and loading iteration data back into the project worksheet. An iteration is a blank template that can store budget amounts for ledger accounts in all three budget ledgers, Expenditure, Revenue, and Project.

When you save to an iteration, you choose which standard approval level to copy, and you select which ledger accounts to include. Likewise, when loading iteration data into the project budget worksheet, you choose the approval level where data is loaded, and you select the ledger accounts to include.

For information on how iterations and phases fit into the budget process, refer to Project Budget with Iterations.