Editing in Table Mode

Owned by Julie Leake (Unlicensed)
Last updated: Jul 11, 2018 by Carissa Warnock (Unlicensed)

In the Table Mode, you can edit the General, Allocations, and Cost Structures tabs. There are two different methods of editing the cost structure screens: with ranges and without ranges. KBI, Market Segment, Revenue Center and Percent of Base lines are configured using ranges. Fixed and Job Class lines are configured without ranges. Total and Calculated lines do not have a cost structure tab.

Fields on the Manage Budget Lines screen - Table Mode

FieldDescription

Note

Make written comments or notes. A yellow note icon indicates that a note is attached. Notes are especially helpful if more than one person accesses the budget. The first person can mark a line item with specific comments or reminders for the next person.

User-Defined View Area

Displays the columns and information for the selected View.

Editing in Table Mode

All editing takes place in up to three tabs (General, Allocations  and Cost Structures). All budget lines will, by default, open to the Results tab where you can view the results of the calculations. The Results screen is view only.

To edit a budget line in table mode:

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
    For more information, see Budgeting.
  3. In the Manage Budget Lines row, click Update/Start.
    The Manage Budget Lines screen appears.
  4. Double-click the budget line you want to edit.
    The Edit/View Line dialog box appears.
  5. Click on the tab you want to edit and edit the fields as necessary.
  6. Click OK.
    The dialog box closes and you can now view the results of your changes.
  7. (Optional) Repeat Steps 4-6 for each Budget Line you want to edit.