Editing in Edit Mode

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

In the Edit Mode, all editing is done in the Cost Structures section. Cost structures configure how Budgeting calculates total dollars using units, rates, factors, and fixed dollar amounts. To see a full discussion of these terms, see About Budget Line Data.

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 Edit/View Line dialog box

FieldDescription

Apply

Applies changes you made in the Cost Structures section, which then displays the changes in the Results section.

Comparative Dataset

Select the dataset you want to view in the Comparative Section.

Results Section

Represents the same data as the Results tab in the Edit/View Line screen. When editing, the changes you make are immediately viewable allowing you to do several "What if" scenarios without switching back and forth between screens.

Comparative Section

Compare the data you are entering to another budget.

Cost Structures Section

Edit the cost structure information for the budget line. To view the changes in the Results area, you must click the Apply icon. See Editing the Cost Structures Tab for explanations and instructions.

Editing in Edit 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. Click a budget line you want to edit to make the Switch to edit mode icon appear.
  5. Click the Switch to edit mode icon (  ) to switch to edit mode.
  6. Double-click on the Budget Line you want to edit.
    The Edit/View Line dialog box appears.
  7. Enter/edit the data in the Cost Structures section. (See Editing the Cost Structures Tab for instructions).
  8. Edit the budget line as necessary.
  9. Click OK.
    The dialog box closes and you can now view the results of your changes.
  10. (Optional) Repeat Steps 7-9 for each Budget Line you want to edit.