How to Use the % of Dependency Unit of Measure
How to link a budget line item as a percentage of another item, category, phase, or the entire budget for automated updates.
Overview
The % of Dependency unit of measure automates budget calculations by linking a specific budget line item as a percentage of another component. When the base budget changes, the dependent line item's value automatically recalculates, reducing manual work.
Process
1. Enable the % of Dependency unit
When adding a budget line item, select % of Dependency as the Unit of Measure.
2. Link to a budget component
Choose whether the item should be a percentage of:
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A specific budget line item
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A category
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A phase
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The entire budget
3. Automatic recalculation
If the base component's value changes, the linked line item recalculates automatically.
For example, if a cost code is set to 10% of a $100K budget, it calculates to $10K, bringing the total to $110K.
4. Managing budget changes and locking values
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Users receive notifications when budget changes impact dependent line items.
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After final approval, dependencies can be unlinked and values locked to prevent further automatic updates.