...
Fields on the
...
Edit/View
...
Lines dialog box - General tab
| Field | Description | Notes |
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
Regular Costs Account | Assign an account code to the budget line. | |
| Regular Hours Account | Assign an account code to the budget line. | |
| OT Costs Account | Assign an account code to the budget line. | |
| OT Hours Account | Assign an account code to the budget line. | |
Line Type | Identifies the type of budget line. | |
Allocation Type |
Specify how the budget line is allocated (see About Allocation Types).
|
|
|
|
|
|
|
| |||
Factor Mode | Determines which elements of the formula have the factor applied. Factors |
adjust for circumstances. There are three formulas that can be selected:
|
|
|
|
|
|
|
|
|
Show % of Line based on |
Determine which line is to be used when calculating the relationship with the budget line you are editing. |
Show % of Parent |
Tell
|
|
| |||
Active |
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 |
Select the division to be used for the hours forecast. | ||
| Department | Select the department to be used for the hours forecast. | |
| Job | 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
...
| Use Salaried Factor | Select for jobs with a Salaried Standard. | Only use this field if the job you selected is using a Salaried Standard. |
| OK | Applies you changes to the budget line. | |
| Cancel | Cancels the changes to the budget line and closes the dialog box. |
Accessing the General Tab
- Click the General tab.
- Do one of the following:
- Edit the fields above the dividing line as needed.
- Proceed to the section pertaining to the type of budget line you are editing
- .
Or
- Click on the next tab you
...
- want to edit.
...
There are eight different budget lines you can edit, which include:
...
...
...
...
...
...
Editing Total Lines (T)
| Anchor | ||||
|---|---|---|---|---|
|
To edit total lines below the dividing line:
- Determine whether the new line should be added or subtracted from its parent, and select either Add or Subtract as the Parent Line Operation.
- Click OK.
Editing Calculated Lines (C)
...
Anchor Editing Calculated Lines (C) Editing Calculated Lines (C)
| Editing Calculated Lines (C) | |
| Editing Calculated Lines (C) |
...
- Determine whether you need to Add Existing Lines or to or Delete Remove Lines from the Calculation Configuration.
- To Add Lines to the calculation:
- Click the Add Line button.
- Select a budget line from the Allocation Line list.
- Select an Operation Type from the drop-down list.
- Click OK.
- (Optional) Repeat Steps a-d as needed.
- Do one of the following:
- Click OK to return to the
- Manage Budget Lines screen
Or- Click on the next tab you
- want to edit.
- To remove lines from the calculation:
- Click budget line that you wish want to remove from the calculation, to activate it.
- Click the Remove Line button.
- Do one of the following:
- Click OK to return to the
- Manage Budget Lines screen
Or- Click on the next tab you
- want to edit.
- To Add Lines to the calculation:
Editing Job Class Lines (J)
| Anchor | ||||
|---|---|---|---|---|
|
- Select the job to be used for the hours forecast by selecting the appropriate Division, Department, and Job from the drop-down lists.
- Click the Change Job Class Configuration button, if you wish to view and edit the configuration of the job class.
- Click OK.
Editing KBI Lines (K)
| Anchor | ||||
|---|---|---|---|---|
|
- Select the KBI to be used for the forecast.
- Click OK.
Editing Market Segment Lines (M) Anchor Editing Market Segment Lines (M) Editing Market Segment Lines (M)
| Editing Market Segment Lines (M) | |
| Editing Market Segment Lines (M) |
- Select the Market Segment and Market Group to be used for the rooms forecast.
- Click OK.
Editing Revenue Center Lines (R) Anchor Editing Revenue Center Lines (R) Editing Revenue Center Lines (R)
| Editing Revenue Center Lines (R) | |
| Editing Revenue Center Lines (R) |
- Select the Revenue Center and Revenue Center Period to be used for the forecast.
Editing Percent of Base Lines (P)
| Anchor | ||||
|---|---|---|---|---|
|
- Click the Add button under the Base Line(s) section.
The Select Base Line dialog box appears. Select the line or lines you want to be used in the calculation.
youInfo icon false Note:
You can select multiple lines by holding down the CTRL key while clicking on the budget lines.
- Click O.K OK.
- Select either Total Dollars, Units or FTEs for the calculation method.
Click OK.
Info Important Information icon Important Informationfalse Note: If you choose to select 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.
Editing Fixed Lines (F)
| Anchor | ||||
|---|---|---|---|---|
|
- 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.
- Click OK.