MOVE ORG/ACCOUNT BUDGETS

Use this subtask to move budgeted currency amounts and/or hours from one group of accounting periods to another. You can move either one account or a selected range of accounts.

Warning: Exercise caution when using the Move function because existing data in the destination column will be overwritten and will no longer be retrievable.

Select Accounts

Use this group box to escalate budgeted amounts and/or hours by a specified percentage for a range of accounts and accounting periods. If you escalate both hours and amounts, you can use two different escalation percentages for hours and amounts, if desired.

Range Option

Enter, or use Lookup to select, the range of accounts. The system-defined options are "All," "One," "Range," "From Beginning," and "To End." 

From/To

Enter the starting and/or ending accounts for the range of organizations you want to adjust.  You can also use Lookup to select the accounts for these fields. One or both of these fields may be disabled, depending on your Range Option selection.

Select Source Periods

Range Option

Enter, or select from the drop-down box, the range of periods to be adjusted. The system-defined options are "All," "One," "Range," "From Beginning," and "To End." 

From/To

Enter, or use the drop-down box to select, the starting and/or ending period numbers for the range you want to adjust. One or both of these fields may be disabled, depending on your Range Option selection.

Number of Periods

This non-editable field displays the number of periods you selected.

Move

Amount

Select this checkbox to move budgeted currency amounts from one group of accounting periods to another. This checkbox is selected by default.

Hours

Select this checkbox to move budgeted hours from one group of accounting periods to another. This checkbox is checked by default.

Select Destination Periods

Range Option

Enter, or select from the drop-down box, the range of periods to be adjusted. The system-defined options are "All," "One," "Range," "From Beginning," and "To End." 

From/To

Enter, or use the drop-down box to select the starting and/or ending period numbers for the range you want to adjust. One or both of these fields may be disabled, depending on your Range Option selection.

Number of Periods

This non-editable field displays the number of periods you selected.

Apply

Select this pushbutton to move the budgeted currency amounts and/or hours.