Setting Up Spread Types

This section provides an overview of spread types and discusses how to:

Define spread types with a detail calendar.
Define ratios by period using a detail calendar.
Define ratios by period using a budget period calendar.

Pages Used to Set Up Spread Types

Page Name	Definition Name	Navigation	Usage
Spread ID Definition	BP_SPREAD_TBL	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Define Parameters, then select Spread Types	Define custom spread types for position distribution or the amount-per-period method of data entry.
Periods Ratio Entry	BP_SPREAD_PERIOD	Click the Spread Periods Ratio link on the Spread ID Definition page.	Define the ratio by period that the activity scenario uses in the planning model to spread amounts for position budgeting data, or to use with the amount-per-period method.

Understanding Spread Types

To reflect position-related expenses in a way other than spread evenly across the budget year, set up spread types that distribute expenses that more accurately reflect your business process. For example, if a position-related expense should be spread across the budget year based on the number of work days per period or number of pay periods per month, set up spread types accordingly. The coordinator defines custom spread types to be used by budget preparers of position budgeting, the POSBUD method type.

Alternatively, you can use spread types in conjunction with the amount per period (AMTPER) method when entering amounts for a line item budget. For example, instead of using an even spread, use the spread type IDs to specify how to spread the amount across the period during data entry in the line item activity (AMTPER method type only).

You can set up spread types using a detail calendar or a budget-period calendar. The Periods Ratio Entry page differs based on the calendar that you select.

Spread ID Definition Page

Use the Spread ID Definition page (BP_SPREAD_TBL) to define custom spread types for position distribution or the amount-per-period method of data entry.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Define Parameters, then select Spread Types

Image: Spread ID Definition page with detail calendar

This example illustrates the fields and controls on the Spread ID Definition page with detail calendar. You can find definitions for the fields and controls later on this page.

Calendar SetID

Enter the setID that the system uses to locate the detail or budget-period calendar.

Calendar ID

Enter the calendar ID to use for your proposed budget or plan to specify the number of periods in which you can enter the spread type.

Note: The calendar setID and calendar ID should be the same as those used by the planning scenarios (nonhistory scenario types) that are defined in the scenario group that is associated with the model. If they differ, the system may not be able to find spread IDs during activity scenario setup in the planning model.

Periods Ratio Entry Page

Use the Periods Ratio Entry page (BP_SPREAD_PERIOD) to define the ratio by period that the activity scenario uses in the planning model to spread amounts for position budgeting data, or to use with the amount-per-period method.

Navigation

Click the Spread Periods Ratio link on the Spread ID Definition page.

Image: Periods Ratio Entry page

This example illustrates the fields and controls on the Periods Ratio Entry page. You can find definitions for the fields and controls later on this page.

Fiscal Year

Enter the fiscal year of the defined detail calendar ID.

Enter fiscal years for the proposed budget if they should be available for the activity scenario in a planning model during budget preparation.

Assigning a fiscal year can be advantageous. For example, a single proposed monthly budget could have 5 years, or 60 periods. By assigning the fiscal year, you confine the grid to a more manageable number of columns.

Spread Total and Total

Displays row or column totals.

When you use detail calendars to define spread ID, the system displays a row total. When you use budget period calendars, the system displays a column total.

Periods Ratio Entry Page

Access the Periods Ratio Entry page (click the Spread Periods Ratio link on the Spread ID Definition page).

Image: Periods Ratio Entry page with budget period calendar

This example illustrates the fields and controls on the Periods Ratio Entry page with budget period calendar. You can find definitions for the fields and controls later on this page.

Start Budget Period and Through

Enter a start and end period range when using a budget period calendar for control budgets.

The system uses these dates to generate the periods that define the ratio for the spread ID.

Note: These fields are unavailable when you are using detail calendars instead of budget period calendars. Using a detail calendar defines the number of periods that are available in the grid for data entry.

Show Periods

Click to display the periods that are already defined for the spread ID using a budget-period calendar.

Generate Periods

Click to generate all of the rows that are defined in the start and end period range when using budget period calendars.

If rows already exist, the system generates the rows that are not yet defined in the range. Any existing rows are unaffected.

Budget Period and Period Name

Displays the budget period and description for the start and end range that are defined for the spread ID of a budget period calendar.

You can enter additional budget periods.

Spread Ratio

Enter the value (or ratio) that represents the method of spreading values across periods to simulate a seasonal spread.

Enter zero if some periods do not receive any amounts.

Note: You do not need to define a spread ID for evenly spread amounts. The system defines evenly spread, and it is always available for the position budgeting (POSBUD) and amount-per-period (AMTPER) methods.