Budget Wizard - Historical Date Range Panel

Access this panel using Activities>Budget Worksheet> Budget Wizard.

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. This panel does not appear if the existing worksheet was created using a "Zero Budget" calculation method.

 

Number of History Cycles: Enter the number of historical data (months, quarters, or years) to be used in the budget calculation or accept the default. On the previous panel, if "Period Matching" was selected as the calculation method, the system displays the number of history cycles for you.

Budget Start Date: 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 Budget Start Date and automatically determines the Beginning and Ending Dates used to gather historical data for the budget worksheet.