This tool quickly populates all the budget periods and lets the user add, edit, or delete any of the expenses. Use this tool to generate the remaining budget periods based on your entries in Period 1. The system will use the Inflation Rate table to increase the expenses in each budget period. Generating the out-years can only be done once per budget version, but once generated; you can add items, make changes to any line items in any budget period, and apply changes to later periods.
• Verify that you have added all your recurring costs in Period 1. (Use Toolbar > Summary window to review more detail without leaving the Periods & Totals Screen).
• Click toolbar item > Autocalculate Periods.
o The later periods will be calculated and populated to their respective tabs. You may now navigate to those sections to review and edit as needed.
o If you have set any Period Direct Cost Limits or Period (Total) Cost Limits, you may receive some warnings about exceeding those amounts.