Add or delete budget group blocks

Budget group blocks display in alphabetical order. Each block is expandable or collapsible by clicking the caret icon >.

  1. Double click Double Click to Insert New Budget Group Block.

  2. Select a budget group.

  3. Double click the caret icon > to auto-populate any historical data.

  4. Adjust Worked Days.

  5. Adjust current year projected remaining volumes (column AK) and next year budget by adding a percentage (column AO) or amount (column AP).

  6. To save, right click on the Budget Statistic tab and select Save > Save Data Only.

TIP: An alert appears in the driver section when the GlobalStatistic calculation method is not assigned in the ACCT dimension.

Delete a budget group block

  1. Click No Save.

  2. Click the down arrow and select Delete.

    NOTE: Deleting a budget group also deletes all subordinate records.

  3. To save, right-click the 03 Budget Statistics tab and select Save > Save Data Only.

Budget Statistics configuration includes the following tasks: