Defining a custom event

To customize an already-existing event, you can select an event instead of steps 2 and 3, and then proceed with steps 4-7.

  1. Click the Event Types tab.
  2. From the Event Types list, select <new event>.
  3. In the Name box, type a name for the event.
  4. Edit the event type in the Usage tab as necessary. There are four types of events:
    1. Select Fixed amount increase for events that increase the employee compensation by a fixed amount, such as a bonus.
    2. Select Percentage increase of Salary for events that increase the employee salary by a percentage, such as a raise.
    3. Select Description for events that change the employee information but not the compensation, such as a change in title.
    4. Select Rate/factor increase based on Salary for events that increase the employee compensation by a rate based on their salary, such as overtime, but which do not affect the base salary.
  5. On the Allocation tab, select whether to spread the amount over a range of periods, or to apply it to only the current period.
  6. On the Treatment tab, select whether the amounts should appear in the Salary view or in a different view.
    1. Include amount in Salary view enables you to have these expenses automatically accumulate in the Salaries view.
    2. Keep amount in separate view enables you to pull only the expenses for this event type onto a schedule line using the Mapping option. If you choose to have a separate view, specify a name for it in the View Name box. This new view is available to the Mapping option for pulling data from Detail Budgeting onto schedule lines. See "Mapping Detail Budgeting Data" for more information.
    3. In the Decimal Precision box, specify a value between 0 and 9. The default value is 2.
      By default, a Total column showing this view. If you do not require this column, clear the Show total column when displaying view check box.
  7. Click Add.