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As noted in Budget Lines, there are several different types of budget lines. To create your profit and loss tree, you must create budget lines. Remember that you must first Lock the structure before you can add any budget lines.

Common

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fields found when creating a budget line

FieldDescription

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:

  • AVAILRMS—Available Rooms KBI
  • TTLRMS—Total Occupied Rooms KBI
  • POR—Rooms Revenue from occupied rooms
  • TTL—Revenue: Total Revenue
  • GOP—Gross Operating Profit
  • NOP—Net Operating Profit
  • GOI—Gross Operating Income
  • NOI—Net Operating Income
  • TTLRMS—Total Rooms (mirrors the Total Occupied Rooms KBI)

Account Code

Assign an account code to the budget line.

Allocation Type

Specify how the budget line is allocated.

  • None—Denotes that you do not wish this budget line to be allocated.
  • Fixed—Assigns specific allocation percentages for this budget line.
  • Variable—Budgeting determines how a budget line should be allocated. 
Info
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Note: This allocation can vary period by period as the relationship between the Percent lines change.


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 × Rate × Factor + Fixed.
  • Fixed—Total Dollars = Units × Rate + Fixed × Factor.
  • Both—Total Dollars = Units × Rate × Factor + Fixed × Factor.

Show % of Line based on

Determine which line is to be used when displaying the relationship with the budget line you are editing.

Show % of Parent

Tell 

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

Budget Line Type

Designate what type of budget line you are creating.

Parent Line Operation

Select which operation you want to be applied to the Parent Line for this budget line.

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