Editing allocations for a budget line
Allocation types define how a budget line is distributed across other budget lines in the working dataset.
-
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: -
Locate the line in the Budget Tree.
-
Double-click the budget line for which to edit allocations.
The Edit Budget Line dialog box appears. -
Select the Allocations tab.
-
Edit the table cells as necessary.
Allocation fields
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 (
), Percent of Labor ( 
), and 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.
More information on variable allocations:
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.
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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
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Total Revenue = $20,000 (Rooms Revenue is 50% of the total revenue, Food Revenue is 50% of the total revenue).
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In Period 2, Budgeting would allocate Laundry as follows: 50% to Rooms Laundry and 50% to Food Laundry.
-
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Fixed (
) -
KBI (
) -
Job Class (
) -
Percent of Labor (
) -
Percent of Hours (
) -
Calculated (
)
Name
Name of the selected line.
-
Fixed (
) -
KBI (
) -
Job Class (
) -
Percent of Labor (
) -
Percent of Hours (
) -
Calculated (
)
Read-only.
Account
Account associated with the selected budget line.
-
Fixed (
) -
KBI (
) -
Job Class (
) -
Percent of Labor (
) -
Percent of Hours (
) -
Calculated (
)
Read-only.
Line Type
Line type associated with the selected budget line.
-
Fixed (
) -
KBI (
) -
Job Class (
) -
Percent of Labor (
) -
Percent of Hours (
) -
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.
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Fixed (
) -
KBI (
) -
Job Class (
) -
Percent of Labor (
) -
Percent of Hours (
) -
Calculated (
)
Edit Line
Select to edit the highlighted budget line.
-
Fixed (
) -
KBI (
) -
Job Class (
) -
Percent of Labor (
) -
Percent of Hours (
) -
Calculated (
)
Calculate Percentage based on Units
Select to have all percentage calculations based on Units rather than the default Dollars.
-
Fixed (
) -
KBI (
) -
Job Class (
) -
Percent of Labor (
) -
Percent of Hours (
) -
Calculated (
)
Table Budget Line
Budget line to which you are allocating.
-
Fixed (
) -
Job Class (
) -
Percent of Labor (
) -
Percent of Hours (
) -
Calculated (
)
Percent
Specifies the percentage amount that you want allocated to the budget line.
-
KBI (
) -
Job Class (
) -
Percent of Labor (
) -
Percent of Hours (
) -
Calculated (
)
Percent line
The budget lines that RMS uses to determine the allocation percent.
-
Fixed (
)
Actions
Available actions include:
-
Delete (
)—Delete the allocation for the line. -
Edit—Edit the allocation for the line.
-
Fixed (
) -
KBI (
) -
Job Class (
) -
Percent of Labor (
) -
Percent of Hours (
) -
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. -
-
Select Save.