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About the Config/View General Tab

Terms & Definitions

Name

Denotes the name of the budget line.

Code

Denotes an alternate short name for the budget line.

Line Type

Identifies the type of budget line. This field is read-only.

Account

Allows you to assign an account code to the budget line.

Allocation Type

Allows you want to specify how the budget line is allocated (see About Allocation Types).

  • None. Denotes that you do not wish this budget line to be allocated.
  • Fixed.  Denotes that you wish to assign specific allocation percentages for this budget line.
  • Variable.
    Include Page
    RMS product name
    RMS product name
    determines how a budget line should be allocated.

Factor Mode

Determines which elements of the formula have the factor applied. Factors allow you to adjust for circumstances.

There are three formulas that can be selected:

  • Variable. Total Dollars = Units x Rate x Factor + Fixed.
  • Fixed. Total Dollars = Units x Rate + Fixed x Factor.
  • Both. Total Dollars = Units x Rate x Factor + Fixed x Factor.

Calculate % of Line based on

Allows you to determine which line is to be used when calculating the relationship with the budget line you are editing.

Calculate % of Parent

Allows you to tell 

Include Page
RMS product name
RMS product name
that you want to calculate the relationship between the budget line you are editing and its parent.

Active

Allows you to designate whether this is an active or inactive budget line.

Discretionary

Designates the budget lines as discretionary.

Show on Reports

Denotes that the budget line should be visible on reports.

Division/Department/Job

Allows you to select the job to be used for the hours forecast .

Change Job Configuration

Opens the Configure Labor Structure screen for the job class line you are editing.

 

Editing the General Tab

To edit the General tab above the dividing line:

  1. Click the General tab.
  2. Edit the fields above the dividing line as needed.  Proceed to the section pertaining to the type of budget line you are editing, for instructions on editing fields below the dividing line OR Click on the next tab you want to edit.

#Editing Total Lines (T)

#Editing Calculated Lines (C)

#Editing Job Class Lines (J)

#Editing KBI Lines (K)

#Market Segment Lines (M)

#Editing Revenue Center Lines (R)

#Editing Percent of Base Lines (P)

#Editing Fixed Lines (F)

Editing Total Lines (T)
Anchor
Editing Total Lines (T)
Editing Total Lines (T)

...

  1. Determine whether you need to Add Existing Lines to or Delete Lines from the Calculation Configuration.
    • To Add Lines to the calculation:
      1. Click the Add Line button.
      2. Select a budget line from the Allocation Line list.
      3. Select an Operation Type from the drop-down list.
      4. Click OK.
      5. Repeat Steps a-d as needed.
      6. Click OK to return to the Configure/View Budget screen OR Click on the next tab you wish want to edit.
    • To remove lines from the calculation:
      1. Click budget line that you wish want to remove from the calculation, to activate it.
      2. Click the Remove Line button.
      3. Click OK to return to the Configure/View Budget screen OR Click on the next tab you wish want to edit.

Editing Job Class Lines (J)
Anchor
Editing Job Class Lines (J)
Editing Job Class Lines (J)

  1. Select the job to be used for the hours forecast by selecting the appropriate Division, Department, and Job from the drop-down lists. 
  2. Click the Change Job Class Configuration button , if you wish to view and edit the configuration of the job class.
  3. Click OK.

...

  1. Fixed lines do not require any further information than that requested above the dividing line. Click OK unless you wish want to work on other tabs.
  2. Click OK.