To override totals on a revision or section

 

1. From the top menu, select Dashboards > Forecasting.

2. Click the property for which you want to add a budget configuration.  The Property Budgeting screen appears. 

3. In the Budget Year field, select the year.

4. Check out the revision or section.

5. Click the account code and name.   The Budget Details screen appears. 
 
 

 
 

6. Click the Override Budgets button.  New fields appear.  
 
 


 

7. If you want to edit the totals for all months in the period at once:

8. Complete the Bulk Edit section:

  1. Apply Amount - Determines how to apply the amount in the Amount field:
    1. Flat  Applies the amount specified in the Amount field to all months in the period.
    2. Distribute  Divides the amount specified in the Amount field across all months in the period.
    3. % Increase  Increases the existing totals by the percentage specified in the Amount field.
  2. Amount - Amount that you want to apply or divide, or percentage by which you want to increase totals.

9. Click Apply. Forecast IQ updates the grid below.   

10. Click Save.