Budget Lines

Proceed with caution! The Budget Lines page allows Admins to make bulk edits to the budget. We highly recommend that you archive the budget prior to using any actions. 

Budget Lines allows Admin users to apply bulk changes to the selected budget. Non-admins do not have access to Budget Lines.

Common uses for Budget Lines:

• Zero out specific lines, like payroll lines
• Zero out an entire budget
• Delete lines for inactive accounts across multiple worksheets
• Adjust a set of accounts across multiple worksheets
• Search Globally across all worksheets for a term or 

There are two ways to edit lines via the Budget Lines page. Any worksheet lines that are locked or are controlled by an SPW cannot be modified. You can unlock the desired worksheets in Planner > Worksheets to access locked lines, and then relock the worksheets. Changes to SPW lines must be made directly in the SPW.

• Budget Mode - Displays all lines that match the filters, and makes any changes to all lines.

• Line Mode - Displays all lines that match the filters, and allows changes to specific lines selected.
  
  

Adjust Amounts Step by Step

Adjust amounts by a percentage.

1. Go to Planner > Budget Lines.
2. Choose the appropriate Mode.
3. Apply the appropriate filters.
4. Click Load.
5. If using Line Mode, select the appropriate lines.
6. Click Actions.
7. Click Adjust Amounts.
8. Select the appropriate months or Select All.
9. Enter the adjustment percentage. See below regarding percentages and their impact.
10. Click Apply or click Cancel to cancel.

The percentage that you enter will be multiplied times .01 and then times each budget amount in order to determine the new budget value. Thus, enter the percentage in this form:

• To double the value, enter 200
• To halve the value, enter 50
• To decrease values to 70% of the previous values, enter 70
• To increate values by 10%, enter 110
• To blank - or zero out - all values, enter 0

Round Amounts Step by Step

Round all editable lines in Budget Mode, and selected lines in Line Mode, to ones, tens, hundreds, or thousands.

1. Go to Planner > Budget Lines.
2. Choose the appropriate Mode.
3. Apply the appropriate filters.
4. Click Load.
5. If using Line Mode, select the appropriate lines.
6. Click Actions.
7. Click Round.
8. Select the appropriate Rounding Type: Ones, Tens, Thousands or Hundreds.
9. Click Round or click Cancel to cancel.

Burn Rate Step by Step

The Burn Rate is calculated by taking the average of the months being sourced. This average is then applied to the remaining open months that do not have a value or are not frozen. If the sum of the sourced months' values is zero or below, the sum of each month's absolute value is used to calculate the burn rate. If some months are not sourced, those months are not considered in the calculation.

1. Go to Planner > Budget Lines.
2. Choose the appropriate Mode.
3. Apply the appropriate filters.
4. Click Load.
5. If using Line Mode, select the appropriate lines.
6. Click Actions.
7. Click Burn Rate.
8. Select the Source.
9. Click Preview to see the results.
10. Click Apply to apply the changes or click Cancel to cancel.
    
    

Delete Lines Step by Step (in Line Mode only)

Remove lines from the budget entirely.

1. Go to Planner > Budget Lines.
2. Choose Line Mode.
3. Apply the appropriate filters.
4. Click Load.
5. Select the appropriate lines.
6. Click Actions.
7. Click Delete.
8. Click OK to confirm deletion of the selected lines.