Creating budgets
Follow these steps to create a budget:
- Navigate to Menu > Budget.
- Select + New Budget
-
In Budget Details, specify this
information:
- Name
- Specify a unique name for the budget.
- Description
- Optionally, specify a short description for the budget.
- Year
- Select the year for which the budget will be created.
-
In Input Budget Preferences, specify
this information:
- Time Granularity
- Select the granularity at which the budget will be entered.
- Rooms Metric
- Select the room metric to be used for the budget.
- Revenue Metric
- Select the revenue metric to be uased for the budget.
- Dimension
- Select the dimension to be used for the budget.
Note: Depending on your selection of dimension, the Taxes and Fees and Apply Dimension To fields are displayed.- Taxes and Fees
- Select whether you want taxes and fees to be included or excluded from the budget.
- Apply Dimension To
- Seelct which dimension you want to use in the budget.
-
Select Save.
Note: Select Reset Changes to undo the changes you have made.