Use this subtask of the Manage Organization/Account Budgets screen to escalate (increase or decrease) current 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 different escalation percentages for each.
Select Accounts
| Field | Description |
|---|
| Range Option
|
Use this drop-down list to select the range of accounts for which you want to escalate budget hours or amounts. Valid options are:
- All: Select this option to include all available accounts. The
From and
To fields are disabled for this option. This is the default.
- One: Select this option to include only one account and then enter that account in the
From fields. The
To field is disabled for this option.
- Range: Select this option to include a contiguous range of accounts. Enter the beginning account for the range in the
From field and enter the ending account of the range in the
To field.
- From Beginning: Select this option to include a range of accounts that begins with the first of all the available accounts and ends with the account that you enter in the
To field. The
From field is disabled for this option.
- To End: Select this option to include a range of accounts that begins with the account that you enter in the
From field and ends with the last of all the available accounts. The
To field is disabled for this option.
|
| From/To
|
Enter, or click
 to select, the starting and/or ending accounts for the range of accounts for which you want to escalate budget hours or amounts. One or both of these fields may be disabled, depending on your selection in
Range Option.
|
Select Periods
| Field | Description |
|---|
| Range Option
|
Use this drop-down list to select the range of periods for which you want to escalate budget hours or amounts. Valid options are:
- All: Select this option to include all available periods. The
From and
To fields are disabled for this option. This is the default.
- One: Select this option to include only one period and then enter that period in the
From fields. The
To field is disabled for this option.
- Range: Select this option to include a contiguous range of periods. Enter the beginning period for the range in the
From field and enter the ending period of the range in the
To field.
- From Beginning: Select this option to include a range of periods that begins with the first of all the available periods and ends with the period that you enter in the
To field. The
From field is disabled for this option.
- To End: Select this option to include a range of periods that begins with the period that you enter in the
From field and ends with the last of all the available periods. The
To field is disabled for this option.
|
| From/To
|
Enter, or click
to select, the starting and/or ending periods for the range of periods for which you want to escalate budget hours or amounts. One or both of these fields may be disabled, depending on your selection in
Range Option.
|
Escalation %
| Field | Description |
|---|
| Amount
|
Enter the percentage by which you want to escalate the budgeted amounts. To decrease the amounts, enter a negative percentage.
|
| Hours
|
Enter the percentage by which you want to escalate the budgeted hours. To decrease the hours, enter a negative percentage.
|
| Apply
|
Click this button to escalate the budgeted amounts and/or hours.
|