Budget Worksheet Wizard - Historical Date Range Panel

Access this panel using Activities>Budget Worksheet.

Use this panel to specify the number of history cycles, as well as, the effective date of the first historical data cycle to use in the budget calculation.

Finally, the system determines and displays the beginning and ending dates for the historical data to be used in the budget calculation.

 

Number of History Cycles: Enter the number of historical data to be used in the budget calculation or accept the default. This field is display only, if "Period Matching" was selected on the Calculation Option panel.

Begin Date of Historical Range: Enter the beginning date of the historical range to be used. (Although it usually is, the effective date does not have to be the beginning of a month or year.)

Beginning Date, Ending Date: The system takes the Number of History Cycles and the Begin Date of Historical Range and automatically determines the Beginning and Ending Dates used to gather historical data for the budget worksheet.