Changing a line type in the Budget Tree screen

Note: Changing a line type can necessitate other changes to the budget line. For example, if you are changing a line type from a KBI to a Percent of Base, you will then need to go to the Line-Specific Options tab and add the required baseline. Then you might have to update values on the Cost Structures & Results tab. Also, changing an individual line can affect other associated budget lines.

In the upper-left corner of the screen, select Access your applications ( ).
The menu expands.
Select Financial > Budgeting.
The Budgeting Dashboard screen appears.

Do one of the following:
- To access a specific line from the Budgeting Dashboard:
  - In the left pane, double-click a line.
    The Budget Tree screen opens to the selected line in the budget tree structure. The section of the budget structure appears partially expanded to display all totals at the same level in the tree menu.
- To access the Budget Tree screen:
  - From the Budgeting menu pane, select Budget Tree ( ).
    The Budget Tree screen appears.

Select the datasets and periods to work with.
For more information, see Viewing budget datasets and Viewing information in the Budget Tree screen
Locate the line in the Budget Tree.
Double-click the budget line for which to change the line type.
The Edit Budget Line dialog box appears.

Select the General tab.

General budget line fields

General budget line fields on the Add Budget Line wizard and the Edit Budget Line dialog box

Field	Description	Notes
Name	Name of the budget line. If you are editing a budget line, this field is auto-filled from your initial setup. To rename the line, enter a new name in the field.	Required.
Code	Unique numerical code associated with the budget line.	Required. Although the software automatically selects the code, you can overwrite the entry in the field.
Line Type	Budget line type associated with the budget line. Options include: Total ( , )—Used to group and organize lines and to build the budget structure. Any line can be turned into a total line. A total line can be turned into a detail line only if it contains no children. Fixed ( )—Used to enter fixed costs such as mortgage payments and fixed revenues such as those derived from leased space. Job ( )—Functional groups within a department that are used to define specific jobs. Job lines are used to compute the labor portion of expenses. KBI ( )—Indicates lines associated with KBIs, which are factors that impact business at your property. Calculated ( )—Used to add or subtract budget lines. Market Segment ( )—Indicates lines associates with market segments, which represent categories of rooms and guests. Percent of Base ( )—Used to calculate total monetary amounts based on a percentage of monetary value from another line(s). Percent of Labor ( )—Enables you to configure new budget lines that allow a percentage of Hours and Costs to be sourced from a Job line. Percent of Hours ( )—Used to allocate percentages of job lines to subcategories of labor, such as company and leased labor. Revenue Center ( )—Used to designate a business outlet (besides rooms) that generates revenue.	Required.
Show % of Line based on	Opens the Select Budget line dialog box where you select which line is to be used when displaying the relationship with the budget line you are editing. For example, if you are working with best available rate (that is, the Name field is Best Available Rate or BAR) and you select Total Revenue for this Show % of Line based on field, the selection will display BAR's percentage of Total Revenue.	The default percent line is configured in Setup > Property > Property Budgeting.
Active	Select if the budget line is active. Active lines appear with a value and are calculated in the budget. Inactive lines appear with a zero value and are not calculated in the budget. Note: Deactivating a line does not erase the value or configuration. When you reactivate the line, the originally configured value will be calculated in the budget.	Default: Active.
Show % of Parent	Select to display the relationship between the budget line you are editing and its parent.	Default: Active.
Copy from Dataset ( )	Turn on to copy from dataset.	Default: Off. You must have permission to use this control. By default, Database Admin and Property Admin (Watson Admin) will have this by default. The path for the permission is User Administration > Budgeting > Manage Budget Lines > Can Copy Line Configuration.
Select Dataset	Select an existing dataset from the drop-down list. When you select a dataset from which to copy, the following note appears: This Budget Line will be added to the current working dataset as active.	A dataset is not available to copy if: The dataset is your working dataset. The dataset is a working dataset for another user. The line in the budgetlineconfig is inactive.

From the Line Type drop-down list, select the desired line type.
Select Save.