About the Config/View General Tab

Terms & Definitions

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

Allows you to assign an account code to the budget line.

Allocation Type

Allows you want to specify how the budget line is allocated (see About Allocation Types).

None. Denotes that you do not wish this budget line to be allocated.
Fixed. Denotes that you wish to assign specific allocation percentages for this budget line.
Variable. Denotes that you wish to determine how a budget line should be allocated.

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 x Rate x Factor + Fixed.
Fixed. Total Dollars = Units x Rate + Fixed x Factor.
Both. Total Dollars = Units x Rate x Factor + Fixed x Factor.

Calculate % of Line based on

Allows you to determine which line is to be used when calculating the relationship with the budget line you are editing.

Calculate % of Parent

Allows you to tell that you want to calculate the relationship between the budget line you are editing and its parent.

Active

Allows you to 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/Department/Job

Allows you to 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

To edit the General tab above the dividing line:

Click the General tab.
Edit the fields above the dividing line as needed. Proceed to the section pertaining to the type of budget line you are editing, for instructions on editing fields below the dividing line OR Click on the next tab you wish to edit.

#Editing Total Lines (T)	#Editing Calculated Lines (C)	#Editing Job Class Lines (J)	#Editing KBI Lines (K)
#Market Segment Lines (M)	#Editing Revenue Center Lines (R)	#Editing Percent of Base Lines (P)	#Editing Fixed Lines (F)

Editing Total Lines (T)

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)]

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. Repeat Steps a-d as needed.
  6. Click OK to return to the Configure/View Budget screen OR Click on the next tab you wish to edit.
- To remove lines from the calculation:
  1. Click budget line that you wish to remove from the calculation, to activate it.
  2. Click the Remove Line button.
  3. Click OK to return to the Configure/View Budget screen OR Click on the next tab you wish to edit.

Editing Job Class Lines (J)

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)

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

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)

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

Editing Percent of Base Lines (P)

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. Note: you can select multiple lines by holding down the CTRL key while clicking on the budget lines.
Click O.K.
Select either Total Dollars, Units or FTEs for the calculation method.

Click OK.

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.

Editing Fixed Lines (F)

Fixed lines do not require any further information than that requested above the dividing line. Click OK unless you wish to work on other tabs.
Click OK.