Adjust Budget per Month

Explanation

This activity is used to adjust the budget values for one or more months. When you define a new budget, the budget value for the year will automatically be divided and distributed evenly over the twelve months. Any remainder is added to the last month. 

Observe the following example:
An operational budget with a budget value of 50,000 engine hours is created for a given year. This budget value is calculated by the system, and the Budget Month tab will display 4166 engine hours every month, with the exception of the month of December. After the distribution, the remaining value is added to the December's monthly budget and the total value for the month is 4174 engine hours.

The monthly budget values can be updated, provided that the budget values have not been approved and the total value after the adjustment equals the existing yearly budget value.

Note: You need to redistribute the adjusted values to update the corresponding values on the Vehicles tab.

Prerequisites

• The operational budget needs to be in the Not Approved status.
• The monthly budget values of the selected operational budget must not have been approved; they need to be in the Not Approved status.

System Effects

As a result of this activity, the monthly budget values will be updated according to your requirements. 

Window

Operational Budget

Related Window Descriptions

Operational Budget/Budget Month

Procedure

Follow this procedure to adjust the budget value for selected months

1. Open the Operational Budget window.
2. Query (F3) for the operational budget that has not been approved.
3. Click the Budget Month tab.
4. Enter the existing value in the Budget Value field for the months you want changed.
5. Save the record (F12).
6. Select the rows on which you changed the budget values, right-click and then click Redistribute Month.