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Terms & Definitions for Common Fields
Name | Denotes the name of the budget line. |
Code | Denotes an alternate short name for the budget line. Many reports need to be coded to one of the following: |
Account Code | Allows you to assign an account code to the budget line. |
Allocation Type | Allows you to specify how the budget line is allocated.
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Factor Mode | Determines which elements of the formula have the factor applied. Factors allow you to adjust for circumstances.
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Show % of Line based on | Allows you to determine which line is to be used when displaying the relationship with the budget line you are editing. | ||||||
Show % of Parent | Allows you to tell
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Budget Line Type | Allows you to designate what type of budget line you are creating. | ||||||
Parent Line Operation | Allows you to select which operation you |
want to be applied to the Parent Line for this budget line. |
Creating Budget Lines
To create new budget lines:
- Determine whether the budget structure is locked or unlocked, and click the Lock/Unlock Budget Structure icon if it is unlocked.
- Right-click on the total (T) budget line to which you wish want to add a new budget line.
- Select New Budget Line from the menu. The New Budget Line screen appears.
- Enter a Name and Code for the budget line.
- Enter an existing Account Code or click on the ellipses box and choose an account from the list.
- Select an Allocation Type from the drop-down list, if appropriate.
- Select a Factor Mode (Variable, Fixed or Both).
- Click on the ellipses box and select a budget line that is to be used as the Show % of Line based on.
- Select or de-select Calculate % of Parent.
- Select the appropriate Budget Line Type for the new budget line you are creating. NOTE: The Divider budget line type is only visible if you are creating a top-level budget line.
- Click Next.
- Proceed to the sections pertaining to the specific Budget Line Type you selected in Step 10.
Creating Total Lines
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