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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-ProductName
RMS product name-ProductName
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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To create new budget lines:

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  1. Determine whether the budget structure is locked or unlocked, and click the Lock/Unlock Budget Structure icon if it is unlocked.
  2. Right-click on the total (T) budget line you want to add a new budget line.
  3. Select New Budget Line from the menu.
    The New Budget Line dialog box appears.
  4. Enter a Name and Code for the budget line.
  5. Enter an existing Account Code or click on the ellipses box and choose an account from the list.  
  6. Select an Allocation Type from the drop-down list, if appropriate.
  7. Select a Factor Mode (Variable, Fixed or Both).
  8. Click on the ellipses box and select a budget line that is to be used as the Show % of Line based on.
  9. Select or de-select Show % of Parent.

  10. Select the appropriate Budget Line Type for the new budget line you are creating.

    Info
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    Note: The Divider budget line type is only visible if you are creating a top-level budget line.


  11. Click Next.
  12. Determine whether the new line should be added or subtracted from its parent, and select either Add or Subtract as the Parent Line Operation.
  13. Click Finish.
    The budget line is created and the dialog box closes.

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