This article explains how to use profile templates to change monthly profiling on selected budget lines.
You can apply profile templates from the scenario menu, and create or update monthly profiles from the Academy/School menu settings.
📌Note: Profiling on staff salaries and on-costs is set to the default Equal Twelfths profile.
Apply a Profile Template to a Budget Line
You can change the profiling on budget lines in these budget sections:
GAG or Section 251.
Non-GAG or Non-Section 251.
Other Expenditure.
Capital.
Click Scenario Menu, then select the section that contains the budget line.
Click the Monthly Profile View tab.
In the PROFILE column, click the field for the budget line you want to update.
Select the Profile Template from the drop-down list.
The change saves automatically.
Create a Monthly Profile
Click the Academy/School menu, then click Settings.
Click Profile Templates.
Click the plus
icon in the top-left of the screen.Enter a profile name.
Enter the amounts in the monthly fields as needed.
Click Save in the bottom-right of the screen.
Update an Existing Monthly Profile
Click the Academy/School menu, then click Settings.
Click Profile Templates.
In the Actions column, click Select for the profile you want to change.
Click Edit.
In Edit Profile, amend the profile name or monthly amounts as needed.
Click Save in the bottom-right of the screen.