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Budget Worksheet

Budget Checklists

Modify Selected Items

Access this form using Activities>Budget Worksheet>Right-Click>Modify Selected Items.

Use this form to modify selected (highlighted) items on the budget worksheet. Adjustments and Revised Budget are the only two areas that can be modified for the "Revisions Worksheet."

Any group of items can be modified, such as a collection of individual cells or a set of rows. You can perform a variety of edits, such as increasing the selected items by a monetary amount, increasing them by a percentage, or allocating a fixed amount increase among the items.

 

Modify Adjustments, Revised Budget: Select to either modify adjustments or revised budget on the worksheet. This option is displayed only for a Revisions Worksheet.

Method: Select one of the following methods, and then enter a value if one is required:

  • Increase selected items by an amount: Use this method to add the amount entered in the Value box to every selected cell in a budget entry column.
  • Decrease selected items by an amount: Use this method to subtract the amount entered in the Value box from every selected cell in a budget entry column.
  • Increase selected items by %: Use this method to increase every selected cell in a budget entry column by the percentage entered in the Value box.
  • Decrease selected items by %: Use this method to decrease every selected cell in a budget entry column by the percentage entered in the Value box.
  • Allocate fixed increase among selected items: Use this method to evenly distribute the amount entered in the Value box among the selected cells in a budget entry column.
  • Allocate fixed decrease among selected items: Use this method to evenly reduce the amounts selected in a budget entry column by the amount entered in the Value box.
  • Set each selected item to an amount: Use this method to replace the amounts selected in a budget entry column with the amount entered in the Value box.
  • Set each selected item to zero: Use this method to replace the amounts selected in a budget entry column with zero.

Value: Enter the monetary amount or percentage to modify the selected cells. (If "Set each selected item to zero" is chosen, a value does not need to be entered here.)

When entering percentages in the system, do not include a decimal point. For fractional percentages, the leading zeros must be entered. For example, enter the following numbers to indicate the percentages.

0005 = .5%

005, 05, or 5 = 5%

50 = 50%

Budget Lines Only: Select this check box to apply the criteria only to budget lines, or clear to apply to both budget and comment lines.

This form is a convenient way to edit a group of budget items; sometimes, however, it is easier to just perform budget item edits by typing in the new information on the budget worksheet.