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

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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

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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

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