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Campus-Wide Budgeting System
User Guide
Entering Data
There are many ways to enter data in the data forms. Other than using the different features of
the system to actually do data-entry, you must have the proper user privileges, and the data form
and/or the data cell must be pale yellow. When these two requirements are met, you may enter
data using any of the system features available.
How Spreading Data Works
The system automatically distributes values from summary periods to base periods (the bottomlevel members of the Period dimension). For example, a value entered into the YearTotal member
is automatically distributed to the quarters and months, and a value entered into a quarter is
automatically distributed to the months. How values are distributed (spread) depends on the
account type and the data type.
NOTE: Date, text values and locked cells are excluded when spreading data.
Revenue and Expense Accounts
If no data exists or if data is all zeros, a value entered into a summary period is divided evenly
among the children of the summary period. For example, if you enter 300 into YearTotal, each
quarter is set to 75 and each month in that quarter is set to 25.
If values exist for the base time periods, the proportion among the base time periods is
preserved. For example, if the values are January = 100, February = 100, March = 200, and Q1
= 400 and you change the value of Q1 to 200, the new monthly values are January = 50,
February = 50 and March = 100.
Asset, Liability, and Equity Accounts
If no data exists or if data is all zeros, the value entered in a summary period is set for each base
period. For example, if you enter 1000 into Q1, then January, February, and March are set to
1000.
Percentages
For accounts that are assigned the Percentage data type, the summary value is allocated to each
base time period, regardless of whether data exists. For example, if you enter 25 in Quarter 1,
January, February, and March are each set to 25.
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