A budget plan can be scoped to the Company, a Project or a Class / department. Choose the scope that matches the activity you want to compare. The selection determines which saved plan and posted actuals belong in the comparison.
For a project or class plan, search and choose a current record from the selected company. The workspace confirms access to that record before saving. If the project or class cannot be confirmed, refresh the selection instead of replacing it with an unrelated record that happens to be available.
Keep the plan name and assumptions specific to its scope. A department budget should explain the costs and revenue included, especially when the company's allocation practices differ from payroll labels or informal tags.
Changing a plan's scope is not a way to assign existing accounting activity. Actuals depend on confirmed ledger allocations, and a planning choice alone does not move amounts between projects or departments. Review the appropriate allocation workflow when a posted amount belongs to the wrong operational scope.
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