Defining activity budgets by account category

Select the activity group associated with the activities for which you want to define budgets.

Select the budget number you defined in the header for this budget. See Defining activity budget headers.

Select the account category for which you want to define budgets.

Select the time frame for which you want to define budgets:

• To define period budgets, specify a year and period.

• To define annual budgets, specify a year.

• To define life only budgets, leave these fields blank.

• If Action is set to M (Multi Year Spread), then leave these fields blank.

Select one of these action codes as an alternative to specifying the budget values in each activity:

• Last Year Actual (A): Copies last year's actual amounts and units into the budget.

• Last Year Budget (B): Copies last year's budget amounts and units into the budget.

• Compute Amount (C): Uses a compute statement to calculate the budget amounts. You must specify a compute statement.

• Compute Units (U): Uses a compute statement to calculate the budget units. You must specify a compute statement.

• Duplicate (D): Copies the budget amount you enter for the first activity to blank activities, stopping when an existing budget value is encountered.

• Spread (S): For annual budgets, spreads the budget amounts and units to periods using a spread code. Spread codes define the percentage of the total budget to populate in each period.

  Note: If you enter annual budget values in each activity and you don't use the spread action or don't select a spread code, the annual budget values are spread equally across all periods.

• Multi Year Spread (M): Spreads the total budget amount to all periods and years in the budget. Each period is given a budget amount that is proportionate to the number of days in the period.

  Note: For a Multi Year Spread budget, leave the year and period blank. Also, leave the Compute, Parameter, and Spread Code fields blank.

If you selected the Spread action, select a spread code to control how the budget values you specify for the activity are spread across periods. Spread codes contain percentages that determine the percentage of the amount and units to populate in each period. You can define spread codes using Spread Codes (AC23.1).

If you use the Spread action and do not select a spread code, then the budget values will be spread equally across all periods.

These fields are used only if you are defining budgets using a compute statement.

Specify the budget amount for each activity. You can use the amount in conjunction with the Spread, Multi Year Spread, and Duplicate actions.

As an option, you can define a factor and units or a rate and units to automatically calculate the budget amount.

Select a factor to calculate budget amounts using budget units and a standard rate. The system multiplies the budget units times the rate defined in the factor. Factors are defined on Global Factors (FB00.1).

Specify a rate to calculate the budgets amount based on budget units times the rate.

Specify the projected units for each account category. As an option, you can define a factor and units or a rate and units to automatically calculate the budget amount.