Budget Global Expense

Overview

This driver provides an alternative location for budgeting dollars to specific expense accounts shared across departments without dividing the dollars between multiple budget plan files. Some common uses are for Building Rent and Inter-company Allocations.

Use this sheet for any department and account combination to budget globally instead of entering values into individual budget plan files. Department and account records data from this driver appears on the Expense tab of the plan file.

For an account to reference the values on this sheet, the budget method (KHAStdLine) must be set to GlobalExpense in the ACCT dimension table.

You can add additional rows by copying the formulas from the ones that already exist.

You then decide if you will add to other department budget productivity stats when transferring to Bud_Pay27_20XX tables.

Settings

Open the driver and enter the driver refresh variables.

NOTE: The value you enter for the Select KHAStdLine Columns refresh variable appears in the driver's KHACDimGrp column.

After the driver opens, refer to the IsAddNewCalcMethod column to see if a record is new or preexisting (historical). A zero (0) in this column indicates that the record is historical. A value of one (1) in this column indicates a new record.

Data from new records from this driver automatically flow to and populate the Expense tab of the budget plan file.