U9 cloud Project Budget: Freeze Baseline and Control Changes
Manage project-budget changes with versions, effective dates and impact analysis rather than overwriting overruns.
Learning objective
Create evidence across submission, approval, baseline freeze, change and tracking.
Roles
Finance, process owners, key users, IT, consultants and internal audit
Prerequisites
- Confirm entity, period, currency, masters and access.
- Prepare approved normal and exception data.
- Define approvals, cut-off and change control.
Completion checks
- Results trace to source and accountable role.
- Quantity, amount, period and status are reviewable.
- Exceptions retain cause, approval, action and closure evidence.
Common errors
- Overwriting history and losing traceability.
- No segregation of duties.
- Testing only normal flow.
Thailand project note
Thai implementations should confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation, approvals and local retention. This covers ERP management controls only; VAT, WHT, BOI, customs and statutory-accounting conclusions require qualified Thai professional review.
Related modules
Steps
- 01
Define project, phase, task, cost account, currency and owners.
- 02
Load approved budget and freeze baseline version and effective date.
- 03
Every change records reason, scope, amount, funding source and expected effect.
- 04
Compare budget, commitment, actual and estimate at completion before and after change.
- 05
Trigger project, finance and management approval by amount and impact.
- 06
Publish a new version while retaining prior baselines and report differences regularly.
Implementation notes
- Pilot one entity and representative period.
- Exceptions require source, owner and closure evidence.
- Menus and fields depend on current release and blueprint.
References
- YonSuite 客户成功服务 ↗用友 · Accessed: 2026-08-21 · Applicable version: 业财对账、财务管理及迁移服务官方范围；菜单以版本为准
- U9 cloud 全球产品介绍 ↗用友 · Accessed: 2026-08-21 · Applicable version: 精细核算、项目控制与分析官方范围
- 用友 U9 cloud 核心场景 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 多组织财务、供应链与制造一体化公开范围