Budget: Using the Calculator

Budget: Using the Calculator

Introduction

The calculator is a very powerful calculation component that facilitates the calculation of budget lines. She is available :
  1. on each of the lines of the detailed budget table through a small icon on the Costing / HT Summary column:


  1. in the detailed one-line block within the Budget tab :

The calculator offers you several capabilities for entering or modifying budget line figures:
  1. Re-encrypt the budget line: allows you to encrypt/re-encrypt the budget line
  2. Apply a driver to the existing schedule: allows you to apply a driver (€ or %) to the amount, quantity or unit price
  3. Shift existing planning over time: allows you to shift budget forecasts into the future.
Info
When using the calculator, whatever the type of calculation used, it is possible to view the modifications to the budget estimate and then go back so as not to apply the modifications by clicking on .

IdeaInfoNotes Forecasts calculated beyond the current financial year will be taken into account for subsequent financial years.

Preparation

To view the budget estimate period: insert the “Planning” and “Schedule” columns from customizing the views.
By unfolding the schedule, you will be able to view all the budget forecasts for the current financial year and subsequent financial years, and modify them if necessary.



Re-encrypt the budget line

Two options are available:
  1. Global costing: annual costing with the possibility of distributing the amounts by month
  2. Recurring Costing: costing of a recurring budget with the possibility of repeating the amount per month/quarter/year over a maximum of 60 months.

Global costing



1) Define the Amount excluding tax (or including tax) by entering:
  1. Either the Amount excluding tax (or including tax)
OR
  1. Either the Quantity and the PU excluding tax (you can also specify the costing unit in the "By" field (Workstation, Server, Equipment, Unit or Person)
2) Enter the VAT rate.

3) The amount excluding tax/tax is calculated automatically by the calculator.

4) You then have the possibility to distribute the calculated amount (and quantity) per month (max 60 months):
  1. From: start date of budget forecasts
  2. Distributed over: number of months over which the budget forecasts are distributed
Example: calculation of an amount excluding tax from the Quantity x Unit Price spread over 6 months from May 2024

The amount excluding tax and the quantity are distributed over 6 months since 05/2024:


Recurring costing

Costing in Recurring mode allows you to make a budget estimate that is repeated on a recurring basis per month/quarter/semester/year.



1) The principle of calculating the amount excluding tax (or including tax) is the same as for the overall costing.

2) Unlike the overall costing, the calculated amount is not distributed but it can be repeated according to the recurrence entered:
  1. By: indicated the frequency (month/quarter/semester/year)
  2. During: indicate the duration of repetition of the expense (maximum 60 months/5 years)


Idea
When the budget is extended, the recurring amounts for the following year will be included.



Example :

The calculated amount excluding tax (Quantity x Unit Price) is repeated every quarter for 3 quarters:


Apply a factor on existing schedule

The application of a load factor allows you to quickly re-encrypt a line by changing the amount excluding VAT, the quantity or the unit price excluding VAT using an inductor in € or %, positive or negative, entered consistently with the assumptions made for the initial costing.



1) Choose the budget estimation hypothesis to modify

2) Choose the type of inductor to apply: € or %

3) Enter the value of the inductor
Notes
A negative inductor can be applied by entering “-” in front of the value.
4) Indicate the dates of application of the inducer

5) Click on Apply

Move existing schedule

The time shift allows you to quickly shift a forecast on a budget line into the future.


For that :
  1. Enter the period to be shifted by entering the From and To
  2. Enter the date from which to report the forecasts by filling in the From field.
Forecasts included in the indicated period will be shifted to the requested date.



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