Spread Budget/Loan Value Based on Percentages

Guide Steps

Create a new budget record and be sure to enter in the percentage using the % symbol after the number in the budget line item description that it is accounting for (20%, 40%, etc)

Percent Budget - 1

Can also import a budget template if you have the same type of percentages used for many projects


Once done entering the budget codes, line item descriptions, etc. click the Actions button and select Spread Contract Value based on %’s

Percent Budget - 2


Then enter in the total Contract (or project/loan) value and click Yes

Percentage Budget - 3

That will create the line item values based on the %’s in the line item descriptions


Related Guides