Top Level Budgeting

Top Level and All Level Budgeting allow budgeting at alternate dimension levels even though actuals are posted elsewhere.  

Top Level and All Level Budgeting are optional features of Martus. They are available for clients at any subscription level. These features must be activated by Martus Support. If you would like to utilize these features, please reach out to support@martussolutions.com.

Top Level Budgeting

The Top Level Budgeting feature helps when you want to budget at a parent dimension level even though actuals are posted to children of that dimension value. 

• When budgeting, the actuals shown in the reference data section of the worksheet include the total for all child dimensions plus the parent. 
• If you drill down from the reference data, you’ll see all the transactions that make up that total, whether those transactions are at the child or parent level. 
• When you load actuals into a budget, the values for the parent and its child dimensions are included in the budgeted totals.

Examples where you might like to use Top Level Budgeting: 

• A parent department named New Generation, with child departments for Preschoolers and School-Age.
• A parent program for External Affairs, with child programs for Federal and State. All Level Budgeting is a feature available within Top Level Budgeting that allows reference data to be summarized for all dimension values. 

All Level Budgeting

The All Level Budgeting feature helps when you want to budget for all values within a dimension, rather than a singular or top level. This requires a worksheet with one dimension that is blank. 

• When budgeting, the actuals shown in the reference data section of the worksheet include the total for dimensions on the blank dimension.
• If you drill down from the reference data, you’ll see all the transactions that make up that total across all dimension values for the blank dimension.
• When you load actuals into a budget, the values for blank dimensions are loaded into the budget.

Setting Top or All-Level Budgeting

Warning: If you do budget at the top level for a given dimension value, you should not also budget to the children of that dimension! 

Each worksheet will have an option at the top to select Top Level for each dimension. The best practice is to only use top level budgeting on one dimension at a time.

1. Edit the worksheet.
2. Click Top Level or All Levels next to the appropriate dimension.
   
   
   
3. Martus refreshes and will update the reference data to include the child dimension amounts.
   
   

Loading Actuals into a Top-Level Budget

There are considerations to be aware of with top-level budgeting when loading actuals.

• When loading actuals, there is an option to Limit to Existing worksheets. When unselected, Martus will create new worksheets as needed for all lines with actuals.
• When using top level budgeting, select the appropriate dimension so that Martus will create the worksheet at the top level, rather than the lower levels, of that dimension.

Notes: 

• Utilizing more than one dimension for top level is not recommended. While the actuals will be summarized when loading actuals, Martus only supports one dimension for loading actuals.
• All Level Budgeting and loading actuals: When you Load Actuals and do not limit the results to existing worksheets, no worksheets are created for All Levels. If you want to include any All Levels worksheets in the output, be sure to create them before running Load Actuals. 
• If you use the Planner Allocations feature of Martus, top-level budgeting is used on all of the Pre-Allocation worksheets.