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

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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 screen 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 Calculate Show % of Parent.

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

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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.Proceed to the sections pertaining to the specific Budget Line Type you selected
12. in Step 10Determine 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.
    

You can create the following budget line types:

• Total Lines169678442
• Calculated Lines
• Job Class Lines
• KBI Lines
• Market Segment Lines
• Revenue Center Lines
• Percent of Base Lines
• Fixed Lines169678442
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Creating Total Lines

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Total Lines Total Lines

1. Determine whether the new line should be added or subtracted from it's parent and select Add or Subtract for the Parent Line Operation.
2. Do one of the following:
   • If you decided to allocate in Step 6 of Creating Budget Lines, click Next and proceed to About Configuring Allocations.
     Or
   • If you decided not to allocate, click Finish.
3. (Optional) If you need to add other budget lines, return to Creating Budget Lines 169678442.
4. Click the Save icon if you are finished adding budget lines.

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1. Click Add Existing Line.
2. Select the budget line to be used in the calculation.

3. Determine whether the budget line is to be added, subtracted, multiplied or divided, and select the appropriate Operation to be performed.

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   Note: This process works like an adding machine: the first operation type must be "add," from there, other lines are added, subtracted, multiplied or divided.

   
   

4. Click OK.
5. (Optional) Repeat Steps 1-4 for each budget line that needs to be included in the calculation.
6. (Optional) If you need to remove a line from the calculation, click Remove Line.
7. Do one of the following:
   • If you decided to allocate in Step 6 of Creating Budget Lines, click Next and proceed to About Configuring Allocations.
     Or
   • If you decided not to allocate, click Finish.
8. (Optional) If you need to add other budget lines, return to Creating Budget Lines 169678442.
9. Click the Save icon if you are finished adding budget lines.

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1. Select the Division, Department and Job to be used for the hours forecast.
2. Do one of the following:
   • If you decided to allocate in Step 6 of Creating Budget Lines, click Next and proceed to About Configuring Allocations.
     Or
   • If you decided not to allocate, click Finish.
3. (Optional) If you need to add other budget lines, return to Creating Budget Lines 169678442.
4. Click the Save icon if you are finished adding budget lines.

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1. Select the KBI to be used for the forecast.
2. Do one of the following:
   • If you decided to allocate in Step 6 of Creating Budget Lines, click Next and proceed to About Configuring Allocations.
     Or
   • If you decided not to allocate, click Finish.
3. (Optional) If you need to add other budget lines, return to Creating Budget Lines 169678442.
4. Click the Save icon if you are finished adding budget lines.

Creating Market Segment Lines

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Market Segment Lines Market Segment Lines

1. Select a Market Group to be used for the rooms forecast.

2. Select a Market Segment to be used for the rooms forecast.

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   Note: If you select All, Budgeting will create a revenue center period for every period in the revenue center.

   
   

3. Do one of the following:
   • If you decided to allocate in Step 6 of Creating Budget Lines, click Next and proceed to About Configuring Allocations.
     Or
   • If you decided not to allocate, click Finish.
4. (Optional) If you need to add other budget lines, return to Creating Budget Lines.

5. Click the Save icon if you are finished adding budget lines.

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1. Select the Revenue Center to be used for the rooms forecast.

2. Select the Revenue Center Period to be used for the rooms forecast.

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   Note: If you select All, Budgeting will create a revenue center period for every period in the revenue center.

   
   

3. Do one of the following:
   • If you decided to allocate in Step 6 of Creating Budget Lines, click Next and proceed to About Configuring Allocations.
     Or
   • If you decided not to allocate, click Finish.
4. (Optional) If you need to add other budget lines, return to Creating Budget Lines.
5. Click the Save icon if you are finished adding budget lines.

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1. Select the line to be used for the Basis (the line on which the calculation will be based). NOTE: You cannot choose the line you are creating, or any lines dependent on this line, as the Basis.
2. Do one of the following:
   • If you decided to allocate in Step 6 of Creating Budget Lines, click Next and proceed to About Configuring Allocations.
     Or
   • If you decided not to allocate, click Finish.
3. (Optional) If you need to add other budget lines, return to Creating Budget Lines.
4. Click the Save icon if you are finished adding budget lines.

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If you need to add other budget lines, return to Creating Budget Lines 169678442. Otherwise, click the Save icon if you are finished adding budget lines.