Budget Names / Budget Phasing¶
Budget Phasing involves spreading or profiling the budget amount across nominated periods as required by the organisation.
The phasing feature can also be used to calculate budgets for future years.
Budget Phasings can be allocated to Accounts so that when a budget amount is entered against an Account the phasing happens automatically.
save changes.
refresh screen.
export phasings and allocations to excel.
import phasings and allocations from excel.
All budgets have the following configuration elements:
Phasings¶
| Column Heading | Description |
|---|---|
| Phase Code | Enter a number that will uniquely identify this phasing style. |
| Phase Name | Enter a descriptive for this phasing style. |
| Formula Based | Tick this column if the Phasing is to be based on a formula. |
| Description | Not Required. |
| Budget fields | Enter TOTAL for the Budget Field that is to have the full year budget and the 12 months are to be added to it etc. Enter BALANCE for the Budget Field that you wish to have the balance remaining added to. For all other Budget Fields enter the percentage that the phasing is to be applied. Or, if the Formula Based column is ticked select the DataSet Field that is to be applied by using Create Formula in the right mouse click menu. |
| Future Year/Out Year Budgets | Enter the budget increase for this financial year. It needs to be in the format of |
| Budget Phasing | |
| Budget Comments | |
| Modified Date | |
| Modified User | |
| Popup Trigger | |
| Budget Year | |
| SysKey | |
| Segmants |
Right click Menu Items¶
Cell Editor - this will bring up another window allowing you to enter, edit and view long text.
Add New Pashing - Create a new phase.
Insert Column -
Delete Column -
Copy - Copy an existing phase.
Remove - Delete a phase.
Import from Excel - Import phasings and allocations from excel.
Export to Excel - Export phasings and allocations to excel.
Allocations¶
| Column Heading | Description |
|---|---|
| Line Item Key From | Enter an Account number (or the start of a range) to which a phasing style is applied. |
| Line Item Key To | End of range of Accounts can be selected. |
| Phase Code | Enter a valid Phasing Code for this Account. When a budget amount is applied, this phasing code will be the default. |
| Phase Name | Not required as it is populated when a Phase Code is entered. |
Right click Menu Items¶
Cell Editor - this will bring up another window allowing you to enter, edit and view long text.
Insert - Create a new allocation.
Copy - Copy an existing allocation.
Remove - Delete a allocation.