Editing a budget line in the Budget Tree screen

This page describes the general procedure for editing a budget line in the Budget Tree. For more specific editing topics see the following:

Note: With the exception of account names and codes, most configurations and line-type information can be unique to a dataset. The current working dataset inherits the configurations of the dataset from which it was copied.

Note: If a line has the inactive icon (  ), it is inactive in your working dataset. (However, the inactive line might be active elsewhere in Budgeting.) You cannot edit an inactive line.

Although you edit budget lines in the Budget Tree view, you can access a budget line from either the Budgeting Dashboard or the Budget Tree screen.

To edit a budget line in the Budget Tree:

  1. In the upper-left corner of the screen, select Access your applications ( main menu icon ).
    The menu expands.

  2. Select Financial > Budgeting.
    The Budgeting Dashboard screen appears.

  1. 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.

  1. In the Budget Tree, double-click the line to edit.
    The Edit Budget Line dialog box appears.

  2. Edit the fields as necessary.

    Fields on the Add Budget Lines wizard and the Edit Budget Line dialog box

    Note: If you are adding a budget line, these fields appear in the Add Budget Lines wizard. If you are editing a budget line, these fields appear in the Edit Budget Line dialog box.

    Note: If you are adding a budget line, the Cost Structure & Results fields are not available in the Add Budget Lines wizard.

    Note: Available tabs depend on the line type that you are adding or editing. If tabs are unavailable, the text appears in a lighter font color. Also, a notification on the General tab tells you which tabs are unavailable for line type.

    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 ( Total,budget line icon )—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 ( budget line icon)—Used to enter fixed costs such as mortgage payments and fixed revenues such as those derived from leased space.
    • Job ( budget line icon)—Functional groups within a department that are used to define specific jobs. Job lines are used to compute the labor portion of expenses. 
    • KBI ( budget line icon)—Indicates lines associated with KBIs, which are factors that impact business at your property.
    • Calculated ( budget line icon )—Used to add or subtract budget lines.
    • Market Segment (  budget line icon)—Indicates lines associates with market segments, which represent categories of rooms and guests.
    • Percent of Base ( budget line icon)—Used to calculate total monetary amounts based on a percentage of monetary value from another line(s).
    • Percent of Labor (  budget line icon )—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 ( budget line icon )—Used to allocate percentages of job lines to subcategories of labor, such as company and leased labor.
    • Revenue Center ( budget line icon)—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.

    Line-specific fields on the Add Budget Line wizard and the Edit Budget Line dialog box

    Note: The fields that appear on this tab depend on the line type that you have selected to edit as well as options that you select on the tab. 

    Note: Job ( Job ), Percent of Labor ( Percent of Labor ), and Percent of Hours ( Percent of Hours ) line types share the same configuration fields.

    Field Description Appears only for selected detail line types Notes

    Account

    Account code assigned to the budget line. The account is associated with the revenue or expense amount being budgeted by the line.

    Either select the account from the drop-down list, search for a specific account by entering the name or number, or select the Add Account ( Add Account) option to add a new account.

    For information on adding an account, see Add Account dialog box in Budgeting.

    To remove an account, select the Clear value (Clear value) button.

    Important: If you are importing P&L Actuals, UniFocus recommends that you do not attach an account number to a Total line. Although your data would export correctly, it would not correctly import P&L Actuals because importing would pull the data into a Total line. The Total line is the sum of everything beneath it. If the sum of child lines is zero, the Total line will be zero. Also, if an account if configured on multiple lines and you're importing P&L Actuals, the first line with the account number is where it will be imported. If that first line is the Total line, the sum will be zero.

    • Fixed ( Fixed )

    • Market Segment ( Market Segment )

    • KBI ( KBI )

    • Calculated ( Calculated )

    • Revenue Center ( Revenue Center )

    • Percent of Base ( Percent of Base )

    • Total

    Regular Costs Account

    Regular Costs Account code assigned to the budget line. The Regular Costs Account includes costs attributed to regular hours (or non-premium hours that are calculated as regular hours regular × rate of pay). These costs are exported to this account. 

    Either select the account from the drop-down list, search for a specific account by entering the name or number, or select the Add Account ( Add Account) option to add a new account.

    For information on adding an account, see Add Account dialog box in Budgeting.

    To remove an account, select the Clear value (Clear value) button.

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Regular Hours Account

    Regular Costs Account code assigned to the budget line. The Regular Hours account includes regular or non-overtime/-premium hours as calculated by the labor standards. These hours are exported to this account,

    Either select the account from the drop-down list, search for a specific account by entering the name or number, or select the Add Account ( Add Account ) option to add a new account.

    For information on adding an account, see Add Account dialog box in Budgeting.

    To remove an account, select the Clear value (Clear value ) button.

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    OT Costs Account

    OT Costs Account code assigned to the budget line. The OT Costs Account includes the overtime costs that are associated with the hours designated in the Adjust Hours and Rates screen as overtime (calculated as OT hours × OT rate of pay). These costs are exported to this account.

    Either select the account from the drop-down list, search for a specific account by entering the name or number, or select the Add Account ( Add Account) option to add a new account.

    For information on adding an account, see Add Account dialog box in Budgeting.

    To remove an account, select the Clear value (Clear value ) button.

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    OT Hours Account

    OT Hours Account code assigned to the budget line. The OT Hours Account includes the overtime hours as designated in the Adjust Hours and Rates screen. These hours are be exported to this account.

    Either select the account from the drop-down list, search for a specific account by entering the name or number, or select the Add Account ( Add Account) option to add a new account.

    For information on adding an account, see Add Account dialog box in Budgeting.

    To remove an account, select the Clear value ( Clear value) button.

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Factor Mode

    Determines which elements of the formula have the factor applied. Factors allow you to adjust for circumstances.

    There are three formulas that can be selected:

    • Variable—Apply the factor to the variable costing component.
      Total Dollars = ((Units × Rate) × Factor) + Fixed

    • Fixed—Apply the factor to the fixed value.
      Total Dollars = (Units × Rate) + (Fixed × Factor)

    • Both—Apply the factor to both.
      Total Dollars = ((Units × Rate) × Factor) + (Fixed × Factor)

    • Job Class ( Job Class ) - nonsalaried

    • Fixed ( Fixed )

    • Percent of Base ( Percent of Base )

    • KBI ( KBI )

    By default, the software applies a factor of 1 to return the same value.

    This value is inherited on Percent of Hours and Percent of Labor Lines.

    Use Salaried Factor

    Select for jobs with a Salaried Standard.

    • Job Class ( Job Class )

    Only select this option if the job you selected is using a Salaried Standard.

    The selection is inherited on Percent of Hours and Percent of Labor Lines.

    Discretionary

    Indicates that the budget line is discretionary.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Percent of Base ( Percent of Base )

    This option is only available for expense lines.

    Performance Measure

    Performance measures are analytical options that can be used if there is a need to see values other than POR, PAR, Percent of Line, or Average. The most common type of performance measure is Labor Productivity or Full Time Equivalents (FTE).

    Note: Although performance measures can be applied to several line types, they are typically used for Job line.

    Note: The recommended use of performance measures is to display productivity number or FTE calculations on Job type lines.

    Options include:

    • Full Time Equivalent—Determines how many FTEs the job requires to properly staff each month.

    • None—Select if a performance measure is not needed for this line.

    • Productivity—Select a productivity goal for a job line. Productivity is typically measured one of four ways:

      • Units Per Hour (Example: How many covers can a food server handle in an hour?)

      • Units Per Minute (Example: How many minutes does it take a food server to handle one cover?)

      • Hours per Unit (Example: How many hours does it take a room attendant to clean a room?)

      • Minutes per Unit (Example: How many minutes does it take a room attendant to clean a room?)

    • Projected hours—Number of hours the system projects for a specific job.  This value shows the true standard, not the adjusted hours after hours adjustments have been made in the Adjust Hours and rates Screen. It allows you to see if adjustments are being overused.

    • Percentage—Configure a separate percentage for a line. For example, if you want to see the cost of labor percentage for a job line, you can configure the system to show this cost here. (The calculation is Labor Cost ÷ Departmental Revenue).

    All line types, except for divider:

    • Fixed ( Fixed )

    • Market Segment ( Market Segment )

    • KBI ( KBI )

    • Calculated ( Calculated )

    • Revenue Center ( Revenue Center )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Percent of Base ( Percent of Base )

    • Total

    The available options depend on the selected line type.

    Formula 1 -2

    Select a configured budget formula or create a new budget formula.

    To create a new formula, select Add/Edit Formulas. For more information, see the following:

    • Fixed ( Fixed )

    • Market Segment ( Market Segment )

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    • Revenue Center ( Revenue Center )

    • Percent of Base ( Percent of Base )

    • Total

    This field appears only if the selected Performance Measure is: 

    • Percent

    Data Type

    Select one of the following:

    • Costs—Select if you are using currency.

    • Units—Select if you are using units such as rooms, hours, covers, and so on.

    Values are displayed as percentages.

    Tip: To determine which data type to use, ask yourself whether you are dividing costs by costs or units by units. For example, do you want to divide Total Room Revenue by Total Revenue for a hotel to see the percentage, or do you want to divide Total Hours worked for the department by the Total Hours worked by the division to find the percentage of labor for the department or job.

    • Fixed ( Fixed )

    • Market Segment ( Market Segment )

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    • Revenue Center ( Revenue Center )

    This field appears only if the selected Performance Measure is: 

    • Percent

    Revenue Center

    Revenue center associated with the budget line.

    • Revenue Center ( Revenue Center )

    Required.

    Market Segment

    Select the market segment to which the budget line is applied.

    • Market Segment ( Market Segment )

    Required.

    Calculation Configuration

    Select the calculation configuration method for the line or add a new formula.

    • Calculated ( Calculated )

    PM Name

    A brief description of your performance measure. For example, Weekly 40 FTE, Units per Hours, or Cost of Labor Percentage.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Market Segment ( Market Segment )

    • Revenue Center ( Revenue Center )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Percent of Base ( Percent of Base )

    • Total

    • Calculated ( Calculated )

    This field appears only if the selected Performance Measure is: 

    • Percent

    • Full-Time Equivalent

    • Productivity

    • Projected Hours

    Format as Percentage

    Select to format the amount as a percentage.

    • Fixed ( Fixed )

    • Market Segment ( Market Segment )

    • Percent of Labor ( Percent of Labor )

    • KBI ( KBI )

    • Calculated ( Calculated )

    This field appears only if the selected Performance Measure is: 

    • Percent

    Job Class Line

    Select a budget line to calculate the percentage.

    Select the Select Budget Line ( ) button to open the Select Budget Line dialog box.

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Required.

    Job class

    Select a labor structure to receive hours from the standard.

    • Job Class ( Job Class )

    FTE Type

    The configured full-time equivalent (FTE) associated with the line.

    For more information, see Configuring a Full Time Equivalent (FTE) in Budgeting.

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Required.

    Appears only if the following Performance Measure is selected:

    • Full-Time Equivalent

    KBI

    The configured KBI associated with the line.

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Required.

    Appears only if the following Performance Measure is selected:

    • Productivity

    Units

    The unit type displayed for the line.

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Required.

    Appears only if the following Performance Measure is selected:

    • Productivity

    Goals

    When goals are configured, the information icon for the line displays the percent variance of budgeted productivity to this goal.

    This field will be used for future functionality and does not affect current system performance.

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Required.

    Appears only if the following Performance Measure is selected:

    • Productivity

    Allocation fields on the Add Budget Line wizard and the Edit Budget Line dialog box

    Note: The fields that appear on this tab depend on the line type that you have selected to edit as well as options that you select on the tab. 

    Note:Job ( Job ), Percent of Labor ( Percent of Labor ), and Percent of Hours ( Percent of Hours ) line types share the same configuration fields.

    Note: Market Segment and Revenue Center lines do not support allocations.

    Field Description Appears only for selected detail line types Notes

    Note

    A system-generated note about issues related to your budget setup.

    Read-only.

    This note appears only if there is an available notification about your configuration.

    Allocation Type

    Options include:

    • None—Indicates that you do not want the budget line to be allocated.

    • Fixed—Assigns specific allocation percentages for the budget line.

      Note: The allocation percentages must add up to 100%.

    • Variable—The Budgeting software determines how a budget line should be allocated. You indicate which lines are part of the allocation, and Budgeting performs the percentage calculations. The allocations can vary period by period as the relationship between the Percent lines change.

      For example, you determine that laundry should be allocated between Rooms Laundry and Food Laundry. You then determine that Rooms Laundry is part of Rooms Revenue, which you set as the percent line for Rooms Laundry; and Food Laundry is part of Food Revenue, which you set as the percent line for Food Laundry. The Budgeting software adds Rooms Revenue and Food Revenue to determine total revenue. Budgeting then determines what percentage Rooms Revenue is of the total and what percentage Food Revenue is of the total. Those percentages are then applied to Rooms Laundry and Food Laundry.

      Period 1:

      • Rooms Revenue = $15,000 and Food Revenue = $5,000.

      • Total Revenue = $20,000 (Rooms Revenue is 75% of the total, Food Revenue is 25% of the total).

      • In Period 1, Budgeting would allocate Laundry as follows: 75% to Rooms Laundry and 25% to Food Laundry.

      Period 2:

      • Rooms Revenue = $10,000 and Food Revenue = $10,000

      • Total Revenue = $20,000 (Rooms Revenue is 50% of the total revenue, Food Revenue is 50% of the total revenue).

      • In Period 2, Budgeting would allocate Laundry as follows: 50% to Rooms Laundry and 50% to Food Laundry.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    Name

    Name of the selected line.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    Read-only.

    Account

    Account associated with the selected budget line.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    Read-only.

    Line Type

    Line type associated with the selected budget line.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    Read-only.
    Add Line section

    This section appears only if Fixed or Variable are selected as the Allocation Type.

    Add Line

    Opens the Configure Fixed Allocation Line dialog box, where you add a new allocation line.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    Edit Line

    Select to edit the highlighted budget line.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    Calculate Percentage based on Units

    Select to have all percentage calculations based on Units rather than the default Dollars.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )
    Table

    Budget Line

    Budget line to which you are allocating.

    • Fixed ( Fixed )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    Percent

    Specifies the percentage amount that you want allocated to the budget line.

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    Percent line

    The budget lines that RMS uses to determine the allocation percent.

    • Fixed ( Fixed )

    Actions

    Available actions include:

    • Delete (  )—Delete the allocation for the line.

    • Edit—Edit the allocation for the line.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    The options that you see depend on your configuration and selections.

    Buttons

    Add to working dataset

    Select this button to add the line to the working dataset.

    		    

    Add to multiple datasets

    Select this button to open the Add to dataset(s) dialog box, where you can add the line to multiple datasets.

    		   You can add the line to up to five datasets.

    Fields on the Cost Structure & Results tab of the Edit Budget Line dialog box

    Note: The fields that appear on this tab depend on the line type that you have selected to edit as well as options that you select on the tab.

    Note: If you are adding a budget line, the Cost Structure & Results fields are not available in the Add Budget Lines wizard.

    Note:Job ( Job ), Percent of Labor ( Percent of Labor ), and Percent of Hours ( Percent of Hours ) line types share the same configuration fields.

    Note: If Percent is selected as the Performance Measure on the Line-Specific Options tab, the Cost Structure & Results tab is not available for the line type.

     

    Field Description Appears only for selected detail line types Notes

    Name

    Name of the budget line.

    All line types.

    Read-only.

    Account

    Account number associated with the budget line.

    For Regular Cost Accounts: 

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Total

    Read-only.

    Line Type

    Type of line type that you are editing.

    All line types.

    Read-only.

    Factor Mode

    The factor mode applied to the line: variable or fixed.

    All line types.

    Read-only.

    Total Costs

    Formula for calculating total costs.

    Formulas per line type:

    • KBI = (KBI Units × Cost Per Unit) + (Fixed Costs × Factor)

    • Fixed = Fixed Costs × Factor

    • Market Segment = Fixed Costs × Factor

    • Job Class = (Hours × Adj. Rate) × Factor + (Fixed Costs × Factor)

    • Percent of Labor = Regular Cost + OT Costs + Fixed Costs

    • Revenue Center = Fixed Costs × Factor

    All line types.

    Read-only.

    Add Range

    Opens the Edit Ranges dialog box where you edit and add ranges.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )
    Table If a cell is editable, you can double-click and add/edit a value.

    Periods

    Financial periods for the budget line.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Market Segment ( Market Segment )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    • Calculated ( Calculated )

    • Revenue Center ( Revenue Center )

    Read-only.

    Rooms

    Number of rooms budgeted.

    • Market Segment ( Market Segment )

    Read-only.

    Covers

    Number of guests budgeted, usually at a banquet, event, or restaurant service.

    • Revenue Center (  )

    Read-only.

    Base Hours

    Net hours from the referenced job line.

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Read-only.

    Projected Hours

    System-generated hours.

    • Job Class ( Job Class )

    Read-only.

    Net Hours

    Projected Hours +/− adjustments (including overtime).

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Read-only.

    Total Hours

    Total number of hours used in calculation.

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Read-only.

    Total Units

    Total number of items used in calculation. 

    For example, rooms, hours, covers, etc. are all units.

    Units are typically generated by the forecasting process.

    • Calculated ( Calculated )

    Read-only.

    Overtime %

    Percentage of line that is overtime. 

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Read-only.

    Average Daily Rate

    Room Revenue ÷ Total Occupied Rooms

    • Market Segment ( Market Segment )

    Read-only.

    Average Check

    Food revenue ÷ food covers

    • Revenue Center ( Revenue Center )

    Read-only.

    Avg. Rate

    Average rate of pay expected for employees during the selected time frame.

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Read-only.

    Adjusted Rate

    Average rate inclusive of all rate adjustments that have been made.

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Read-only.

    Projected Costs

    System-generated costs.

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Read-only.

    Percentage

    Percentage can refer to one of the following:

    • Percent of Base (  ) hours on the Percent of Labor (  )  from the referenced job line.

    • Percent of Base (  ) costs on the Percent of Base (  ) from the referenced budget line.

    • Percent of Labor ( Percent of Labor )

    • Percent of Base ( Percent of Base )

    Regular Hours %

    Percent of regular hours from the referenced job line.

    • Percent of Hours ( Percent of Hours )

    OT Hours %

    Percent of OT hours from the referenced job line.

    • Percent of Hours ( Percent of Hours )

    Fixed Costs %

    Percent of fixed costs from the referenced job line.

    • Percent of Hours ( Percent of Hours )

    KBI Units

    Number of units in the KBI that is referenced on the line.

    • KBI ( KBI )

    Costs per Unit

    Rate that is applied to each unit on the line.

    • KBI ( KBI )

    Base Fixed Costs

    Fixed costs on the referenced job line.

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Read-only.

    Fixed Costs

    Costs that do not change with variations in the number of units sold.

    • Fixed ( Fixed )

    • KBI ( KBI )

    • Percent of Base (  )

    Fixed

    Costs that do not change with variations in the number of units sold.

    • KBI ( KBI )

    • Job Class ( Job Class )

    • Percent of Labor ( Percent of Labor )

    • Percent of Hours ( Percent of Hours )

    Factor

    A percentage adjustment that can be used to acquire a more accurate number.

    • Fixed ( Fixed )

    • Job Class ( Job Class )

    • KBI ( KBI )

    • Percent of Base ( Percent of Base )

    Read-only.

    Total Costs

    Total costs for line.

    All line types.

    Read-only.

  3. Select Save.