Transfer of actual costs into a flexible budget is performed in the form ( > > > form.

Enter the following information about the tab before you run the transfer of balances:

  • - Select the budget model that the balances are to be transferred into. Select the check box if you want all existing budget values in the selected budget model to be removed before the transfer of balances.

  • - Select or and of balances to be transferred into the flexible budget.

  • - Specify the time shift of the balances. The field defines the number of time units for time shift. field defines the units for time shift (days, months, years). The and fields display the automatically updated date interval for the transfer.

  • - Specify the factor and round-off for cost balances. Factor increases the existing transaction amounts by this factor.

  • - Define which types of values to transfer: , , and .

  • - Define which dimension balances to transfer by selecting the appropriate dimensions.

  • - Define whether to create flexible budget settings automatically and to transfer balances for cost categories, service categories, and dimensions defined in the flexible budget model setup.