Change Budget - Fields

 

Change Budget

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Change Method

Select the change method to be applied to all periods greater than the selected period in the same budget column in Budget Maintenance or in the same row in Budget Revision Entry. For more information on how to apply the selected change method in Budget Maintenance, see Revise Multiple Budgets. For more information on how to apply the selected change method in Budget Revision Entry, see Revise a Single Budget.

  • Select Copy Amount to copy the value in the currently selected period cell to all periods greater than the selected cell in the same budget column in Budget Maintenance or in the same row in Budget Revision Entry.

Expand/Collapse item Example - Copy Amount Before/After

In Budget Maintenance, if the selected cell is Period 05 and the value in this cell is $5,600.00, when the Copy Amount method is applied, all cell values for Periods 06 through Period 12 in the same budget column will be updated with the new value $5,600.00.

 

Before:

After:

Period 04

5000.00

5000.00

Period 05

5600.00

5600.00

Period 06

6000.00

5600.00

Period 07

6000.00

5600.00

Period 08

6000.00

5600.00

Period 09

6500.00

5600.00

Period 10

6500.00

5600.00

Period 11

6500.00

5600.00

Period 12

6500.00

5600.00

 

In Budget Revision Entry, if the selected cell is Period 09 and the value in this cell is $5,600.00, when the Copy Amount method is applied, all cell values for Periods 10 through Period 12 in the same row will be updated with the new value $5,600.00.

 

Period 08

Period 09

Period 10

Period 11

Period 12

Before

5500.00

5600.00

5700.00

5800.00

5900.00

After

5500.00

5600.00

5600.00

5600.00

5600.00

 

  • Select Change by Amount to change the values in all period cells greater than the selected period in the same budget column in Budget Maintenance or in the same row in Budget Revision Entry by the amount entered.

Expand or collapse item Example - Change by Amount Before/After

In Budget Maintenance, if the selected cell is Period 06 and the change amount entered is $100.00, all cell values for Periods 07 through Period 12 in the same budget column will be increased by $100.00 each.

 

Before:

After:

Period 05

5600.00

5600.00

Period 06

6000.00

6000.00

Period 07

6000.00

6100.00

Period 08

6000.00

6100.00

Period 09

6500.00

6600.00

Period 10

6500.00

6600.00

Period 11

6600.00

6700.00

Period 12

6600.00

6700.00

 

In Budget Revision Entry, if the selected cell is Period 09 and the change amount entered is $100.00, all cell values for Periods 10 through Period 12 in the same row will be increased by $100.00 each.

 

Period 08

Period 09

Period 10

Period 11

Period 12

Before

5500.00

5600.00

5600.00

5800.00

5900.00

After

5500.00

5600.00

5700.00

5900.00

6000.00

 

  • Select Change by Percent to change the values in all period cells greater than the selected period in the same budget column in Budget Maintenance or in the same row in Budget Revision Entry by the percentage entered.

Expand or collapse item Example - Change by Percent Before/After

In Budget Maintenance, if the selected cell is Period 07 and the change percent entered is 10%, all cell values for Periods 08 through Period 12 in the same budget column will be increased by 10% each.

 

Before:

After:

Period 06

6000.00

6000.00

Period 07

6000.00

6000.00

Period 08

6000.00

6600.00

Period 09

6500.00

7150.00

Period 10

6500.00

7150.00

Period 11

7000.00

7700.00

Period 12

7000.00

7700.00

 

In Budget Revision Entry, if the selected cell is Period 09 and the change percent entered is 10%, all cell values for Periods 10 through Period 12 in the same row will be increased by 10% each.

 

Period 08

Period 09

Period 10

Period 11

Period 12

Before

5500.00

5600.00

6000.00

6500.00

7000.00

After

5500.00

5600.00

6600.00

7150.00

7700.00

 

  • Select Accumulate by Amount to change the values in all period cells greater than the selected period in the same budget column in Budget Maintenance or in the same row in Budget Revision Entry by cumulatively adding the amount entered to each period.

Expand/Collapse item Example - Accumulate by Amount Before/After

In Budget Maintenance, if the selected cell is Period 08 with a value of $100.00 and the accumulate by amount entered is $50.00, the value for the subsequent Period 09 will be set to $150.00, the value for Period 10 will be set to $200.00, the value for Period 11 will be set to $250.00, and so forth.

 

Before:

After:

Period 07

75.00

75.00

Period 08

100.00

100.00

Period 09

100.00

150.00

Period 10

100.00

200.00

Period 11

100.00

250.00

Period 12

100.00

300.00

 

In Budget Revision Entry, if the selected cell is Period 09 with a value of $100.00 and the accumulate by amount entered is $50.00, the value for the subsequent Period 10 will be set to $150.00, the value for Period 11 will be set to $200.00, and the value for Period 12 will be set to $250.00.

 

Period 08

Period 09

Period 10

Period 11

Period 12

Before

75.00

100.00

100.00

100.00

100.00

After

75.00

100.00

150.00

200.00

250.00

 

  • Select Accumulate by Percent to change the values in all period cells greater than the selected period in the same budget column in Budget Maintenance or in the same row in Budget Revision Entry by cumulatively applying the percent entered to each period.

Expand or collapse item Example - Accumulate by Percent Before/After

In Budget Maintenance, if the selected cell is Period 08 with a value of $100.00 and the accumulate by percent entered is 10%, the value for the subsequent Period 09 will be set to $110.00, the value for Period 10 will be set to $121 [$110.00 + ($110.00 * 0.1000)], the value for Period 11 will be set to 133.10 [$121.00 + ($121.00 * 0.1000)] and so forth.

 

Before:

After:

Period 07

75.00

75.00

Period 08

100.00

100.00

Period 09

100.00

110.00

Period 10

100.00

121.00

Period 11

100.00

133.10

Period 12

100.00

146.40

 

In Budget Revision Entry, if the selected cell is Period 09 with a value of $100.00 and the accumulate by percent entered is 10%, the value for the subsequent Period 10 will be set to $110.00, the value for Period 11 will be set to $121.00 [$110.00 + ($110.00 * 0.1000)], and the value for Period 12 will be set to 133.10 [$121.00 + ($121.00 * 0.1000)].

 

Period 08

Period 09

Period 10

Period 11

Period 12

Before

75.00

100.00

100.00

100.00

100.00

After

75.00

100.00

110.00

121.00

133.10

 

  • When the currently selected cell is the first period of the fiscal year, an additional option, Annual Budget, is available. Select Annual Budget to distribute the amount entered in the Period 01 cell evenly among all periods in the fiscal year in the same budget column in Budget Maintenance or in the same row in Budget Revision Entry.

Expand or collapse item Example - Annual Budget Before/After

In Budget Maintenance, if the value in Period 01 is $10,000.00, when the Annual Budget option is applied, cell values for Periods 01 through Period 12 will be updated with the new value $833.33 ($10,000 / 12).

 

Before:

After:

Period 01

10000.00

833.33

Period 02

10000.00

833.33

Period 03

10000.00

833.33

Period 04

10500.00

833.33

Period 05

10500.00

833.33

Period 06

10500.00

833.33

Period 07

10500.00

833.33

Period 08

10500.00

833.33

Period 09

10500.00

833.33

Period 10

10500.00

833.33

Period 11

10500.00

833.33

Period 12

10500.00

833.33

 

In Budget Revision Entry, if the value in Period 01 is $10,000.00, when the Annual Budget option is applied, cell values for Periods 01 through Period 12 in the same row will be updated with the new value $833.33 ($10,000.00 / 12).

 

Period 01

Period 02

Periods ...

Period 11

Period 12

Before

10000.00

10000.00

...

10000.00

10000.00

After

833.33

833.33

...

833.33

833.33

 

Change Percent/Amount

Enter the percentage or amount to change the budget while revising. To increase amounts, enter a positive number. To decrease amounts, enter a negative number by preceding the number with a minus (-) sign. This field is available only if an option other than Copy Amount or Annual Budget is selected in the Change Method field.

Expand/Collapse item Entry Sample

Enter....

If....

10.00%

  • Change by Percent is selected in the Change Method field and you want to increase the budget amount by 10 percent

  • Accumulate by Percent is selected in the Change Method field and you want to increase the budget amount by a cumulative 10 percent

-10.00%
  • Change by Percent is selected in the Change Method field and you want to decrease the budget amount by 10 percent

  • Accumulate by Percent is selected in the Change Method field and you want to decrease the budget amount by a cumulative 10 percent

100.00
  • Change by Amount is selected in the Change Method field and you want to increase the budget amount by $100

  • Accumulate by Amount is selected in the Change Method field and you want to increase the budget amount by a cumulative $100

-100.00

  • Change by Amount is selected in the Change Method field and you want to decrease the budget amount by $100

  • Accumulate by Amount is selected in the Change Method field and you want to decrease the budget by a cumulative $100