Editing the Allocations Tab

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

Fields in the Edit/View Line dialog box - Allocations tab

FieldDescription

Budget Line

Identifies the budget line to which you are allocating.

Percent (Fixed)

Specify the percentage amount that you want allocated to that budget line.

Percent Line (Variable)

Select the budget lines that 

RMS

will use to determine the allocation percent.

Buttons

Add Line

Select an existing budget line to be used in the allocation.

Remove Line

Remove budget lines that you no longer want to be included in the calculations.

Calculate percentages based on Units

Allocate a line based on units rather than hours.

OKApplies your changes to the budget line.
CancelCancels the edits to the budget line and closes the dialog box.

Editing the Allocations Tab for Fixed Allocations

To edit the Allocations tab for a fixed allocation:

  1. Select the Allocations tab.

  2. Determine whether you need to create a new budget line to be used in the allocation, change the allocation amount on an existing allocation, or delete an existing allocation by doing of the following:

    • To add a budget line for the allocation:
    1. Click Add Line.
      The Add Line screen appears.
    2. Select the line to be allocated.
    3. Click Next.
    4. Select the Percent Line (Variable) to be used to calculate the percent.
    5. Click Finish.
    6. 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.
    • To change an existing fixed allocation:
    1. Locate the allocated budget line you want to change.

    2. Double-click in the appropriate cell under Percent and enter the new percentage. 

      Note: You can only change a percentage amount. You cannot change a budget line, you must remove it using the Remove Line button.

    3. Click Add Line to add more budget lines to the allocation.

    4. Select or de-select Calculate percentages based on Units.

    5. 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.
    • To remove an existing allocation:
    1. Locate the allocated budget line you want to remove.
    2. Click in either cell to select it.
    3. Click Remove Line.
    4. 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.

Editing the Allocations Tab for Variable Allocations

To edit the Allocations tab for a variable allocation type:

  1. Select the Allocations tab.
  2. Determine whether you need to add a budget line to the allocation or delete an existing allocation.
    • To add a budget line for the allocation:
    1. Click Add Line.
      The Add Line screen appears.
    2. Select the line to be allocated.
    3. Click Next.
    4. Select the Percent Line (Variable) to be used to calculate the percent.
    5. Click Finish.
    6. 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.
    • To remove an existing allocation:
    1. Locate the allocated budget line you want to remove.
    2. Click in either cell to select it.
    3. Click Remove Line.
    4. 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.