Custom Budget Spreads

Standard spreads in Martus include Monthly, Weekly, Bi-Weekly, Quarterly, and Annual.

Custom Spreads allow for customized budget patterns. Custom spreads might include:

• Days per month
• Business days per month
• Weekdays per month
• School days per month
• Summer months
• Q1 months
  
  

Both standard and custom spreads can be used in the budget widget in SPWs and worksheets once spreads are set up.

Just like the standard spreads, the custom spreads are a mechanism to calculate budget amounts for each month. The spread that was used to determine the values isn't saved as part of the budget line or the SPW. The calculated values can be overridden at any time. 

Custom Spreads - Setup

Custom budget spreads are defined via Setup > Calendar > Custom Spreads. They can be created and edited by Martus Admins only. Custom spreads are shown with monthly impacts, according to your fiscal year start.

• Click Add Spread to add a new custom spread.
• Click Edit (pencil icon) to modify the spread.
• Click Delete (trash can) to remove the spread.

Add a New Spread

1. Navigate to Setup > Calendar > Custom Spreads.
2. Click Add Spread to add a new spread.
3. Add a Name for the spread.
4. Enter the numbers per month for this spread.
   • Numbers can be whole, representing days.
   • Numbers can toggle 0/1, representing the month is in scope or isn't.
   • Numbers can have decimals, to represent a multiplier.
5. Click Save to save the spread, or Cancel to leave without saving.

Using Custom Budget Spreads

Custom Spreads are available in the Budget Widget in worksheets and in SPWs.

1. In the Budget Widget, select Custom Spread under Adjustment Type.
2. Select the Spread desired.
3. Select the type of spread.
   • Total - Select a Source for the total Amount, or manually enter the total Amount to be distributed evenly across the months, based on the Spread selected. Note: Selecting a Source is not available in the SPW widget because there is no direct tie to actuals or budget data.
   • Rate - Enter the Amount for each month, based on the Spread selected.
4. Select the Starting and Ending Months if desired and allowed for this spread.
5. Click Preview to see the results.
6. Add Notes if desired.
7. Click Save to save your changes or Cancel to leave without saving.

Example using the Total calculation based on a Source using the 2024 Business Days spread

The goal is to divide the total amount per year and spread it across each working day. 

The Amount is divided by the total sum of the months in the spread, then multiplied by the amount in the month. In the example, there are 253 total days in the spread. 559,017.92 is divided by 253, and then multiplied by 22 for January, resulting in 48,610.25 in January.

Example using the Total calculation based on an Amount using the 2024 Business Days spread

The Amount is divided by the total sum of the months in the spread, then multiplied by the amount in the month. In the example, there are 253 total days in the spread. 50,000.00 is divided by 253, and then multiplied by 22 for January, resulting in 4,347.83 in January.

Example using the Rate calculation based on the Summer (May-Aug) spread

The Amount is multiplied by the amount for each month in the spread.

Example using the Rate calculation based on a decimal spread

The Amount is multiplied by the percent for each month in the spread.