General Tab (Config-View Budgeting)
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. | |
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).
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Factor Mode | Determines which elements of the formula have the factor applied. Factors adjust for circumstances. There are three formulas that can be selected:
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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 RMS that you want to calculate the relationship between the budget line you are editing and its parent. | |
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. | |
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:
- Total Lines (T)
- Calculated Lines (C)
- Job Class Lines (J)
- KBI Lines (K)
- General Tab (Config-View Budgeting)#Market Segment Lines (M)
- Revenue Center Lines (R)
- Percent of Base Lines (P)
- 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)
- Determine whether you need to Add Existing Lines or to Remove Lines from the Calculation Configuration.
- To Add Lines to the calculation:
- Click Add Line.
- 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.
- Click OK to return to the Manage Budget Lines screen
- To remove lines from the calculation:
- Click budget line that you want to remove from the calculation, to activate it.
- Click Remove Line.
- 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.
- Click OK to return to the Manage Budget Lines screen
- To Add Lines to the calculation:
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.Â
- Click Change Job Class Configuration 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.Â
- 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 Add 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.
- Click OK.
- Select either Total Dollars, Units or FTEs for the calculation method.
Click OK.
Editing Fixed Lines (F)
- Fixed lines do not require any further information than that requested above the dividing line. Click OK unless you want to work on other tabs.
- Click OK.