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Fields on the

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Edit/View

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Lines dialog box - General tab

Editing the General Tab

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Accessing the General Tab

1. Click the General tab.
2. Do one of the following:
   
   1. Edit the fields above the dividing line as needed.
    
   2. Proceed to the section pertaining to the type of budget line you are editing
   , for instructions on editing fields below the dividing line OR
   1. .
      Or

• • Click on the next tab you want to edit.

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There are eight different budget lines you can edit, which include:

• Total Lines (T)

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• Calculated Lines (C)

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• Job Class Lines (J)

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• KBI Lines (K)

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• Market Segment Lines (M)

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• Revenue Center Lines (R)

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• Percent of Base Lines (P)

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• Fixed Lines (F)

Editing Total Lines (T)

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

To edit total lines below the dividing line:

1. Determine whether the new line should be added or subtracted from its parent, and select either Add or Subtract as the Parent Line Operation.
2. Click OK.

Editing Calculated Lines (C)

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Editing Calculated Lines (C) Editing Calculated Lines (C)

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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. (Optional) Repeat Steps a-d as needed.
     6. Do one of the following:
        
        • Click OK to return to the
        Configure/View
        • Manage Budget Lines screen
        OR
        • 
          Or
        • Click on the next tab you want to edit.
   • To remove lines from the calculation:
     1. Click budget line that you want to remove from the calculation, to activate it.
     2. Click the Remove Line button.
     3. Do one of the following:
        
        • Click OK to return to the
        Configure/View
        • Manage Budget Lines screen
        OR
        • 
          Or
        • Click on the next tab you want to edit.

Editing Job Class Lines (J)

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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 to view and edit the configuration of the job class.
3. Click OK.

Editing KBI Lines (K)

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Editing KBI Lines (K) Editing KBI Lines (K)

1. Select the KBI to be used for the forecast. 
2. Click OK.

Editing Market Segment Lines (M)

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Editing Market Segment Lines (M) Editing Market Segment Lines (M)

1. Select the Market Segment and Market Group to be used for the rooms forecast.
2. Click OK.

Editing Revenue Center Lines (R)

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Editing Revenue Center Lines (R) Editing Revenue Center Lines (R)

1. Select the Revenue Center and Revenue Center Period to be used for the forecast.

Editing Percent of Base Lines (P)

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Editing Percent of Base Lines (P) Editing Percent of Base Lines (P)

1. Click the Add button under the Base Line(s) section.
   The Select Base Line dialog box appears.
2. Select the line or lines you want to be used in the calculation. Note: you can select multiple lines by holding down the CTRL key while clicking on the budget lines.
3. Click O.K.
4. Select either Total Dollars, Units or FTEs for the calculation method.

5. Click OK.

   Info
   Important Information Important Information
   If you choose to Calculate using Units, all Base Line(s) must be the same type of lines. For example, if you select a Total line as the first base line, all other Base Lines must be Total lines. If calculating using Total Dollars or FTEs, the Base Lines can be different types.

   
   

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