Rate Column Settings

In Budget Preferences you can determine how decimals will be rounded when shown in the Rate column.

NOTE: These settings will only affect how data in the Rate column is displayed, not the entered amount. An amount as-entered could be 99.99 and would calculate accurately based on that number, but due to the budget preferences could be displayed as a rounded 100.

Rate Column Display Cutoff

The Rate Column Display Cutoff allows you to set a rule for deciding when the Rate should be rounded.

Enter a value in the Rate Column Display Cutoff. This will determine when the following rules are applied.

Decimal Places Below

If a value entered in the Rate column is lower than the Rate Column Display Cutoff, it will follow this rule. This can be set to As Entered in Budget or up to 8 decimal places.

Decimal Places Above

If a value entered in the Rate column is equal to or higher than the Rate Column Display Cutoff, it will follow this rule. This can be set to As Entered in Budget or up to 8 decimal places.

Override with First-used Global

If turned on this option overides the display cutoff rules set here with the Dec setting of the first Global used in any calculation in a Rate field. See Globals Setup for how to set the decimal rounding value on a Global.

Rounding

If an entered or calculated value has less decimal places than the rule it should be following it will be padded with trailing 0's.

If an entered or calculated value has more decimal places than the rule it should be following it will follow standard mathematical rounding (e.g., anything .5 or above is rounded up).

As Entered In Budget Example

In this example the value entered in the Rate column (right side) is 99.99. As both Decimal Places Below Cutoff and Decimal Places Above Cutoff are both set to As Entered in Budget, the value is displayed as entered.

Decimal Places Below Cutoff Example

In this example, the Rate Column Display Cutoff is set to 100 and the Decimal Places Below Cutoff is set to 2 decimal places. The amount entered in the Rate column in the budget is 50 which is below the cutoff of 100, so it is displayed as "50.00" (2 decimal places).

Decimal Places Above Cutoff Example

In this example the Rate Column Display Cutoff is set to 100 and the Decimal Places Above Cutoff is set to 0 decimal places. The amount entered in the Rate column is 101, which is above the cutoff of 100, so it is displayed as "101" (0 decimal places). It could be between 100.5 and 101.4 and would also have resulted in this displayed rate of 101.

Override with First-used Global Example

In this example the Global "P1LA" has a Dec (decimal) rounding value set to 2 decimal places. In Budget Preferences the cutoff rule is set for any value above 100 to round to 0 decimal places, but the "Override with First-used Global" option is also checked.

If "P1LA" is used in the calculation of a rate field resulting in a value of 100 it will display as 100.00 even though the rule for values equal to or greater than 100 said to round to 0 decimal places. The rule for the Global is taking precedence.