Defining activity budgets by activity

Select the activity for which you want to define budgets.

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

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=M (Multi Year Spread), then leave these fields blank.

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

• 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 account category to blank account categories, 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 specify annual budget values in each account category and you did not use the spread action or did not select a spread code, then the annual budget is 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, the Compute, Parameter, and Spread Code fields must be blank.

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

If you use the Spread action and do not select a spread code, then the activity budget amounts and units 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 account category. The amount can be used 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.