Globals¶
Globals are names or codes that represent assigned values that are used throughout a budget. This allows for entering a simple code into a cell or calculation in the budget and its assigned value will be used.
If a change is made to any Global value the system will automatically update every cell or calculation where it appears throughout the budget.
See Also: Managing Library & Budget Setup Items
Add a new Global¶
- Open a budget and click the
Gl (globals)
setup option- You can also press
CTRL + G
on a PC orCMD + G
on a Mac
- You can also press
- Click to
+ ADD GLOBAL
- You can also select a row and press
CTRL + i
on a PC orCMD + i
on a Mac
- You can also select a row and press
- Click to enter the
NAME
for your new Global- A unique name is required for any Global.
- Check the
D
(Display by name) column if you always want that Global displayed by name - (Optional) Add a
DESCRIPTION
for your Global. - Define the
CALCULATION
(i.e., the value or equation, including the use of other globals) for this particular Global - (Optional) Define the
UNIT
for this Global - (Optional) Define
DEC
(the default number of decimal places you want shown) for this global- See Rate Column Settings for more details
Delete a Global¶
- Select the row of the Global to be deleted
- Click on the
DELETE GLOBAL
button- You can also press
CTRL + D
on a PC orCMD + D
on a Mac
- You can also press
If the selected Global is in-use somewhere in your budget, you will be warned that this convert the Global to its raw value wherever it is used. If you are sure, select Delete Global
to confirm.
This converts any instance of that Global into its current value everywhere in the budget. For example, if the SHOOTDAYS Global was equal to 30 and you delete the SHOOTDAYS global, then every cell or calculation using SHOOTDAYS will now just have the value 30 in it's place.
Using Globals¶
See Applying Globals for details on using Globals in your Budget.
Print Globals¶
See the printing reports section to find out how to print a report of the Globals in your budget.