Configure Accounts to use Global Sum Methodology

Use this section of the 20 Global Sum driver to define which accounts receive values calculated by the Global Sum methodology.

Each row identifies a target account and specifies which Account Summary Group or groups to use as the calculation base, along with the adjustment factor applied to each group.

This section uses the summary groups defined in Configure Revenue Accounts to be Summed and applies the calculated results to accounts on the Stat_Rev or Expense tab. When the underlying Stat_Rev values change, the calculated results update automatically.

Insert exceptions

In the Accounts to use GlobalSum Methodology section, use exceptions change how the Global Sum calculation is applied for specific budget groups or departments.

Exceptions follow a hierarchy: department-level overrides budget group, and budget group overrides global. The most specific rule is always used.

Use exceptions only when an account needs to be calculated differently than the default Global Sum setup.

Add new Global Acct exception

1. Double click Double Click to Insert New Global Acct Exception.

2. Select a calc method.

3. Enter the number of rows to insert.

4. Click OK.

5. Double click + Select Acct.

6. Choose an account and click OK.

7. To save, right-click the 20 Budget GlobalSum tab and select Save > Save Data Only.

Insert new BudgetGroup/Acct exception

1. Double click Double Click to Insert New BudgetGroup/Acct Exception.

2. Select a calc method.

3. Enter the number of rows to insert.

4. Click OK.

5. Double click + Select Budget Group.

6. Choose a budget group and click OK.

7. Double click + Select Acct.

8. Choose an account and click OK.

9. To save, right-click the 20 Budget GlobalSum tab and select Save > Save Data Only.

Insert new Dept/Acct exception

1. Double click Double Click to Insert New Dept/Acct Exception.

2. Select a calc method.

3. Enter the number of rows to insert.

4. Click OK.

5. Double click + Select Dept.

6. Choose a budget group and click OK.

7. Double click + Select Acct.

8. Choose an account and click OK.

9. To save, right-click the 20 Budget GlobalSum tab and select Save > Save Data Only.

Fields and settings in the Accounts to use GlobalSum Methodology section include:

Option	Description
Acct	Identifies the account that receives a value calculated by the Global Sum methodology.
Summary Group Column	Selects which Account Summary Group column (AcctSumGroup1-AcctSumGroup4) to use from the Revenue Accounts to be Summed section.
Lookup Column	Indicates which Account Summary Group column to use for the calculation.
Summary Group 1	Specifies the summary group used as the calculation base. Accounts in this group are summed together.
Adjustment Factor - Summary Group 1	The percentage applied to the total of Summary Group 1.
Summary Group 2	(Optional) Specifies a second summary group to include in the calculation. Use Unused if not needed.
Adjustment Factor - Summary Group 2	The percentage applied to the total of Summary Group 2. Use a negative value to subract this group from the calculation.

Global Sum configuration includes the following tasks:

• Configure Revenue Accounts to be Summed section