Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/BudgetsExpenses/BudgetTerrShare.htm

## Budget Territory Sharing

Budget Territory Sharing enables users to grant event budget access based on organizational territory hierarchies. This functionality automates record access by evaluating assigned territories on a budget and ensuring budget visibility updates when territory alignments or user assignments change.

**Who can use this feature?**

* Business Admin Users - Browser
* [Managing Budget Territory Sharing](#Managing)
* End Users - Browser, iPad
* [Using Budget Territory Sharing](#Using)
* Users require an Events Management license

### Configuring Budget Territory Sharing for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure [Configuring Events Management](../Configuration/Config.htm) is complete.
2. Ensure [Dynamic Access Control (DAC)](../../TerritoryManagement/Overview.htm) is enabled on the **em\_budget\_\_v** object.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the appropriate permission set.
5. Select the **Objects** tab.
6. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | em\_budget\_\_v | CRE | All applicable | * territory\_\_v * cascade\_down\_hierarchy\_\_v | Edit |

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring Events Management](../Configuration/Config.htm) is complete.
2. Ensure [Configuring Territory Management](../../TerritoryManagement/Config.htm) is complete.
3. Ensure [Dynamic Access Control (DAC)](../../TerritoryManagement/Overview.htm) is enabled on the em\_budget\_\_v object.
4. Navigate to **Admin > Users & Groups > Permission Sets**.
5. Select the appropriate permission set.
6. Select the **Objects** tab.
7. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | em\_budget\_\_v | R | All applicable | * territory\_\_v * cascade\_down\_hierarchy\_\_v | Read |

### Managing Budget Territory Sharing as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

Business admin users can manage budget availability across territories by populating territory API Names and configuring cascade settings on budget records.

To add or remove territories on a budget record:

1. Navigate to **Business Admin > Objects > em\_budget\_\_v**.
2. Select the appropriate **em\_budget\_\_v** record.
3. Populate the **territory\_\_v** field with the API Names of active territories, separated by a comma. Whitespace between entries is permitted.

   If a territory\_\_v record's API Name changes, update any corresponding em\_budget\_\_v records containing the old API name value.
4. Select the **Cascade Down Hierarchy** (cascade\_down\_hierarchy\_\_v) checkbox to share the budget with child territories of the defined territories. This step is optional.
5. Select **Save**. The entered territory names are validated to ensure they match active territory\_\_v record API Names. If an entry does not match an active territory API name, an error displays.

#### Recalculating Budget Sharing

Budget sharing recalculates automatically in the following scenarios:

* Territory Added or Updated on Budget - Recalculation grants budget access to the specified territories, parent territories, and (if cascade down hierarchy is selected) child territories
* Territory Created - If a territory is created under a parent territory with budgets set to cascade down hierarchy, the new territory automatically inherits access to those budgets
* Territory Deleted - If a territory is deleted, associated budgets are no longer accessible to that territory
* Territory Reparented - When a territory's parent territory (parent\_territory\_\_v) changes, access to budgets associated with the previous parent territory is revoked. If cascade down hierarchy is enabled on the new parent territory, the reparented territory and its child territories gain access to the new parent's budgets.
* User Territory Alignment Changes - When a user territory assignment (user\_territory\_\_v) is created, updated, or deleted, budget access updates to reflect the user's current territory assignment

### Using Budget Territory Sharing as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

End users can access event budgets designated for their assigned territory nodes when creating and planning events. See [Managing Event Budgets](ManageBudgets.htm) for more information.

#### Determining Budget Visibility

Budget visibility for end users depends on territory assignments and cascade settings:

* Direct Territory Assignment - Access is granted to budgets where their assigned territory is explicitly listed in the Territory field
* Parent Territory Access - Access is granted to budgets assigned to child territories lower in the hierarchy than their assigned territory
* Child Territory Access (Cascade Down Hierarchy) - If Cascade Down Hierarchy is enabled on a budget assigned to a parent territory above their assigned territory
* Alignment Updates - If their territory alignment changes or their user assignment is removed, access to budgets associated with the prior territory is automatically revoked

### Related Topics

[Territory Management Overview](../../TerritoryManagement/Overview.htm)

[Filtering Event Budgets](BudgetFiltering.htm)

[Managing Event Budgets](ManageBudgets.htm)