Editing a Budget Value

Use

Use this function to enter the amounts (for bonuses or salaries) or quantities (for stock options) for a budget unit. You can also use this function to change amounts or quantities and roll up budget amounts or quantities using the bottom-up process..

Features

You can enter a new budget amount, increase or decrease the budget by an amount, a percentage, or both.

To increase or decrease a budget amount by a percentage and an amount, enter a percentage and an amount in the relevant fields in the Revalue Budget Amount dialog box. The system first increases or decreases the budget amount by the percentage. Then it adds or subtracts the amount you entered.

Example Example

Revalue by an Amount and/or Percentage or Both

End of the example.
     

New Budget Amount

Old budget amount

1.500,00

USD

 

Change by %

5

%

1.575,00

Change by amount

200,00

USD

1.775,00

You can use the roll up function to add budget amounts or quantities from the bottom up. The system calculates what is required by the subordinate budget units and enters this amount or quantity in the root budget unit's amount/quantity field. To make funds available for the root budget unit and the object that it finances, simply increase the amount or quantity for this budget unit.

See also:

Entering a Budget Amount

Changing a Budget Amount