Mass Update Projected Actuals- Central Budget Entry

How do I use Mass Update to change the Projected Actuals amounts in Central Budget Entry? 

• Central Budget Entry

• Mass Update

• Budget Projections

Mass Update needs to be run twice to change the amounts.

1. Go to Munis > Financials > Budget Processing > Central Budget Entry 

2. If the projection you want to update is not the default projection select Change Projection in the ribbon, Select the projection you want to update from the drop down, and Click OK.

3. In the Ribbon Select Mass Update then from the dropdown Projected Actuals

4. Select the calculation formula from the drop down

5. Apply

6. This applies the formula you then need to in the Ribbon Select Mass Update then from the dropdown Projected Actuals

7. Select the calculation formula from the drop down

8. Refresh to update the amounts

Calculation formula choices in the Update Projected Actuals dropdown:

1.No Formula
2. LY Actuals
3. LY Revised
4. CY Revised
5. CY Actuals + Remainder LY (CY actuals up to current period, LY actuals for current period thru period 12)
6. CY Actuals + LY Trend (Percent of LY revised used in current period thru period 12 multiplied by CY revised to give expected LY Trend. Then add CY actuals up to current period
7. CY Trend (Obtain a monthly amount from CY Actuals thru current period by dividing by (current period - 1). Then annualize that amount by multiplying by 12.