Budget model

Select the budget model to which the actual cost balances are transferred.

Overwrite

Select whether to overwrite existing budget values.

Date interval code

View or edit the date interval that is used to calculate which dates are included in the transfer.

From date

Select the start date for the range of dates that you want to include in the transfer.

To date

Select the end date for the range of dates that you want to include in the transfer.

Quantity

Enter the number of days, months, or years that you want to add to the original transaction date.

Unit

Select one of the following units to specify how additional time is added to the original transaction date:

• Days

• Months

• Years

From date

View the adjusted start date that results from the entries in the Quantityand Unitfields.

To date

View the adjusted end date that results from the entries in the Quantityand Unitfields.

Factor

Enter the factor for multiplying balances to generate a new flexible budget.

Round-off

Enter the lowest amount for rounding off the balances that are selected in the flexible budget.

Fixed costs

Select whether to transfer the fixed costs to the flexible budget.

Variable costs

Select whether to transfer the variable costs to the flexible budget.

Services

Select whether to transfer the services to the flexible budget.

Department

Select whether to transfer the dimension type department to the flexible budget.

Cost center

Select whether to transfer the dimension type cost center to the flexible budget.

Purpose

Select whether to transfer the dimension type purpose to the flexible budget.

Cost categories

Select whether to transfer the cost category settings to the flexible budget.

Service categories

Select this check box to transfer the service category settings to the flexible budget.

Dimensions

Select whether to transfer the dimension settings to the flexible budget.