Working with budget lines in the Budget Structure screen

For more information, see Budget Structure screen in Budgeting.

You perform the following tasks on the Budget Structure screen:

• Adding budget lines

  • Adding a single line

  • Adding multiple lines

  • Adding a divider line

• Deleting a budget line

• Cutting and pasting a budget line

• Copying and pasting a line

• Moving a budget line

• Saving your work

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Adding budget lines

Adding a single line

1. (Optional) In the Budget Line tree menu, select the P&L group/department budget lines where you want to add the line.

2. In the Tools section, hover over the Add button (  ). 

3. From the resulting drop-down list, select the type of Single Line to add.
   The Add Budget Line wizard appears. 

4. Complete the wizard as necessary. The configuration fields depend on the selected line type:

   1. If you are adding Job, Market Segment, or Revenue Center lines, the first step requires you to select the job, market segment, or revenue center. All other line types start in the first main screen.

   2. The first main configuration screen involves configuring the fields that are common to all budget lines.

      Fields common to all budget lines

      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.

   3. The second configuration screen involves configuring fields that are unique to the selected budget line.

      Line-specific fields

      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 (  ), Percent of Labor (  ), and 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 ( ) 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 () 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 (  ) Market Segment (  ) KBI (  ) Calculated (  ) Revenue Center (  ) 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 ( ) 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 () button.	Job Class (  ) Percent of Labor (  ) 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 (  ) 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 ( ) button.	Job Class (  ) Percent of Labor (  ) 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 ( ) 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 ( ) button.	Job Class (  ) Percent of Labor (  ) 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 ( ) 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 ( ) button.	Job Class (  ) Percent of Labor (  ) 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 (  ) - nonsalaried Fixed (  ) Percent of Base (  ) 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 (  )	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 (  ) KBI (  ) 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 (  ) Market Segment (  ) KBI (  ) Calculated (  ) Revenue Center (  ) Job Class (  ) Percent of Labor (  ) Percent of Hours (  ) 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: Building a formula Manage Budget Formulas dialog box	Fixed (  ) Market Segment (  ) KBI (  ) Job Class (  ) Percent of Labor (  ) Percent of Hours (  ) Calculated (  ) Revenue Center (  ) 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 (  ) Market Segment (  ) KBI (  ) Job Class (  ) Percent of Labor (  ) Percent of Hours (  ) Calculated (  ) Revenue Center (  )	This field appears only if the selected Performance Measure is:  Percent
      Revenue Center	Revenue center associated with the budget line.	Revenue Center (  )	Required.
      Market Segment	Select the market segment to which the budget line is applied.	Market Segment (  )	Required.
      Calculation Configuration	Select the calculation configuration method for the line or add a new formula.	Calculated (  )
      PM Name	A brief description of your performance measure. For example, Weekly 40 FTE, Units per Hours, or Cost of Labor Percentage.	Fixed (  ) KBI (  ) Market Segment (  ) Revenue Center (  ) Job Class (  ) Percent of Labor (  ) Percent of Hours (  ) Percent of Base (  ) Total 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 (  ) Market Segment (  ) Percent of Labor (  ) KBI (  ) 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 Hours (  )	Required.
      Job class	Select a labor structure to receive hours from the standard.	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 (  ) Percent of Labor (  ) 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 (  ) Job Class (  ) Percent of Labor (  ) Percent of Hours (  )	Required. Appears only if the following Performance Measure is selected: Productivity
      Units	The unit type displayed for the line.	Job Class (  ) Percent of Labor (  ) 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 (  ) Percent of Labor (  ) Percent of Hours (  )	Required. Appears only if the following Performance Measure is selected: Productivity

   4. The final configuration screen involves configuring allocations for the selected line.

      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. 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 (  ) 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.	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.

      Once you have selected allocation options, you can add the line to either the working dataset only or to multiple datasets. Do one of the following:

      • If you are adding the line only to the working dataset:

      • Select Add to working dataset.

        The wizard closes, and the line is saved and added to the working dataset.

      • If you are adding the line to multiple datasets:

      1. Select Add to multiple datasets.

         The Add to dataset(s) dialog box appears.

      2. Select the Add Dataset field, and select a dataset from the drop-down lists.

         Another Add Dataset field appears below your selection.

      3. Repeat the steps above to add the line to additional datasets. You can add the line to up to five datasets.

      4. When you have finished adding the line to multiple datasets, select Add to dataset(s).

         The dialog box and wizard close, and the line is saved and added to the working datasets.

Adding multiple lines

1. (Optional) In the Budget Line tree menu, select the P&L group/department budget lines where you want to add the lines.

2. In the Tools section, hover over the Add button (  ).

3. From the resulting drop-down list, select the type of Multiple Lines to add.
   The Add Budget Lines wizard appears.

4. Complete the wizard as necessary. The configuration fields depend on the selected line type:

   1. If you are adding Job, Market Segment, or Revenue Center lines, the first steps require you to select the jobs, market segments, or revenue centers. If you are adding GL Accounts, the first steps require you to select account numbers and then, if necessary, edit the line types.
      The resulting wizard screen allows you to freely move through the General, Line-Specific Options, and Allocations tabs.

   2. Complete the fields in the tabs. 

      • General—This tab includes the fields that are common to all budget lines.

        Fields common to all budget lines

        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.

      • Line-Specific Options—This tab includes fields that are unique to the selected budget line.

        Line-specific fields

        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 (  ), Percent of Labor (  ), and 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 ( ) 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 () 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 (  ) Market Segment (  ) KBI (  ) Calculated (  ) Revenue Center (  ) 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 ( ) 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 () button.	Job Class (  ) Percent of Labor (  ) 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 (  ) 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 ( ) button.	Job Class (  ) Percent of Labor (  ) 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 ( ) 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 ( ) button.	Job Class (  ) Percent of Labor (  ) 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 ( ) 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 ( ) button.	Job Class (  ) Percent of Labor (  ) 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 (  ) - nonsalaried Fixed (  ) Percent of Base (  ) 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 (  )	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 (  ) KBI (  ) 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 (  ) Market Segment (  ) KBI (  ) Calculated (  ) Revenue Center (  ) Job Class (  ) Percent of Labor (  ) Percent of Hours (  ) 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: Building a formula Manage Budget Formulas dialog box	Fixed (  ) Market Segment (  ) KBI (  ) Job Class (  ) Percent of Labor (  ) Percent of Hours (  ) Calculated (  ) Revenue Center (  ) 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 (  ) Market Segment (  ) KBI (  ) Job Class (  ) Percent of Labor (  ) Percent of Hours (  ) Calculated (  ) Revenue Center (  )	This field appears only if the selected Performance Measure is:  Percent
        Revenue Center	Revenue center associated with the budget line.	Revenue Center (  )	Required.
        Market Segment	Select the market segment to which the budget line is applied.	Market Segment (  )	Required.
        Calculation Configuration	Select the calculation configuration method for the line or add a new formula.	Calculated (  )
        PM Name	A brief description of your performance measure. For example, Weekly 40 FTE, Units per Hours, or Cost of Labor Percentage.	Fixed (  ) KBI (  ) Market Segment (  ) Revenue Center (  ) Job Class (  ) Percent of Labor (  ) Percent of Hours (  ) Percent of Base (  ) Total 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 (  ) Market Segment (  ) Percent of Labor (  ) KBI (  ) 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 Hours (  )	Required.
        Job class	Select a labor structure to receive hours from the standard.	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 (  ) Percent of Labor (  ) 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 (  ) Job Class (  ) Percent of Labor (  ) Percent of Hours (  )	Required. Appears only if the following Performance Measure is selected: Productivity
        Units	The unit type displayed for the line.	Job Class (  ) Percent of Labor (  ) 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 (  ) Percent of Labor (  ) Percent of Hours (  )	Required. Appears only if the following Performance Measure is selected: Productivity

      • Allocations—This tab includes allocation fields for the selected line.

        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. 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 (  ) 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.	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.

5. In the lower-right corner of the wizard screen, select Save.
   Your new lines are saved.

Adding a divider line

A divider line ( ) is a blank line on the top level of your budget. It adds a formatted space and allows you to separate sections of your budget. It cannot be added inside budget line groups; it can only be added at the top level (that is, the P&L Group line). For example, the image below displays an excerpt of a budget. In this structure, you could add a divider line between Rooms and Food & Beverage, but you could not add a line between Room Revenue and Room Expense.

Divider lines are only added for formatting purposes; they do not affect budget amounts.

To add a divider line:

1. In the Budget Line tree menu, select the top-level, P&L Group line.

2. In the Tools section, hover over the Add button (  ). 

3. From the resulting drop-down list, select Divider Line.
   A divider line (  ) appears at the bottom of the budget as a top-level line.

4. Move the divider line as necessary.

Deleting a budget line

Note: You cannot delete a budget line that contains historical values.

1. In the Budget Line tree menu, select the line to delete.

2. In the Tools section, select Delete (    ). 
   The selected line is deleted.

Cutting and pasting a budget line

To cut budget lines from one position in the tree menu and paste them in or into another position, do the following:

1. Select the grouping line that you want to cut.

2. Select Cut (    ).

3. Select a new group line into which to paste the item.

4. Hover over the Paste(    ) button and select one of the following options:

   • Paste before line—Pastes the cut budget line before the line you select.

   • Paste after line—Pastes the cut budget line after the line you select.

   The item appears in the tree menu.

Copying and pasting a line

To copy and paste a budget line, do one of the following:

1. Select the grouping line that you want to copy.

2. Select Copy  (    ).

3. Select a new group line into which to paste the item.

4. Select Paste(    ).
   The item appears in the tree menu.

Note: Selecting Paste pastes the copied line to the position of the selected line. All lower lines move down one level. In the tree menu, the pasted line becomes a child line of the selected line.

Moving a budget line

You can only move a line within the total group. For example, in the budget structure below, you can move Rooms and you can move Food & Beverage, but you cannot move Rooms into Food & Beverage.

To move a budget line:

1. Select the line that you want to move.

2. Do one of the following:

   • Select Move up (  ).

   • Select Move down (  ).

Saving your work

The Save button is available only after you add or edit a line.

• In the lower-right corner of the Budget Structure screen, select Save.
  Your work is saved.