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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:

  • A specific budget line item

  • A category

  • A phase

  • 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

  • Users receive notifications when budget changes impact dependent line items.

  • After final approval, dependencies can be unlinked and values locked to prevent further automatic updates.