Budget Rollover Calculation

You can now include budget data from subelements in the budget rollover calculation. Previously, the rollover function only considered element-level budget data.

When calculating budget rollovers, you can choose between two calculation methods:

  • Element Budget: Uses only the direct budget data from the element

  • Include Budget of Subelements: Includes budget data from all subelements in the calculation (default setting)

  1. Navigate to Planner > Settings > Budget.

  2. In the Rollover Budget section, select your preferred calculation method:

    1. Select Element Budget to use only direct element budget data

    2. Select Include Budget of Subelements to include subelement budgets in calculations

Note

All elements must be based on the same currency. Any elements with a different currency to that of the parent element will not be included in the calculation.

Example

Consider a marketing activity with the following structure:

  • Trade Show (Parent Element)

  • Booth Design (Subelement)

  • Staff Travel (Subelement)

  • Marketing Materials (Subelement)

When you select the rollover budget radio button:

  • Element Budget, only the budget directly assigned to "Trade Show" rolls over

  • Include Budget of Subelements, all combined budgets of Trade Show, Booth Design, Staff Travel, and Marketing Materials roll over

  • Existing rollover calculations remain unchanged until you modify this setting

  • The calculation method applies to all future budget rollovers once set