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In the Table Mode, you can edit the General, Allocations, and Cost Structures tabs. There are two different methods of editing the cost structure screens: with ranges and without ranges. KBI, Market Segment, Revenue Center and Percent of Base lines are configured using ranges. Fixed and Job Class lines are configured without ranges. Total and Calculated lines do not have a cost structure tab.

Terms & Definitions

Note

Allows you to make written comments or notes. A yellow note icon indicates that a note is attached. Notes are especially helpful if more than one person accesses the budget. The first person can mark a line item with specific comments or reminders for the next person.

User-Defined View Area

Displays the columns and information for the selected View.


Editing in Table Mode

All editing takes place in up to three tabs (General, Allocations  and Cost Structures).  All budget lines will, by default, open to the Results tab which allows you to view the results of the calculations. The Results screen is view only.

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  1. Choose the Budget tab on the main screen.
  2. Click the link for Configure/View Budget. The Configure/View Budget screen appears.
  3. Double-click the budget line you wish want to edit. A pop-up window appears.
  4. Proceed to the section pertaining to the tab you wish want to edit.