Budget Worksheet Wizard - Budget Effective Dates Panel

Access this panel using Activities>Budget Worksheet.

Use this panel to enter a range for the Budget Effective Dates and to determine the Budget Cycle for the historical data in the worksheet. The dates entered control the dates on the budget worksheet.

The From date is the date the budget fiscal period begins and the To date is the date the budget period ends. The From date is used as the effective date for annual budget entries generated using the Budget Worksheet Wizard.

Note: After completing the Budget Worksheet wizard, a worksheet's budget effective dates cannot be edited. If a new date is required, a new budget worksheet must be created.

 

Budget Effective Dates: They determine the time length of the budget worksheet.

• From - Enter the beginning effective date for the budget worksheet The effective date may be on any day within a month.
• To - This date is automatically calculated based on the from date and the budget cycle.

Budget Cycle: The cycle determines the number of budget column entries created on the worksheet.

• Monthly, Quarterly, Yearly - Indicate the budget cycle interval in which budget items display on the worksheet. For example, to budget the entire fiscal year with budget amounts shown for each month, click Monthly. On the other hand, to budget amounts shown once for an entire year, specify Yearly.
• Number of Cycles - Enter the number of cycles for the budget to calculate the To date, or accept the default as 12 (Monthly), 4 (Quarterly), or 1 (Yearly), based on a 12 month calendar year.