Forecast An Estimated Budget Based On Original Budget And Percent Complete

May 21, 2006

In the attached spreadsheet i have a budget amount, billed to date, %complete, %remaining and forecast figure. What i am trying to do is estimate the forecast spend vs the budget or billed to date and percent remaining. I am struggling with how to do this based on in some cases the budget is already overspent but the %complete is less than 100%. What i really want to do is create a forecast based on the billed to date or budget depending on which is greater and work out estimated spend based on whether the task is complete or there is still a % remaining.

I am having an issue creating a formula that calculates % of Budget based on signs. What I mean is positive budget, negative actual and vice versa. Here are all the cases. Can someone please create a formula that I can copy down.

Actual Plan% Budget 85,60696,85188.4% 70-82185.9% -1,530-3,786247% -100100-200%

I have written a code for equal distribution of Budget Data based on condition.

The user will enter annual budget number in Column K (highlighted in Green) and based on condition in Column N (highlighted in Yellow), the data will be divided by 12 and it need to be equally distributed from Colum P to Column AA. The condition for distribution is 'Y' (Yes)/ 'N' (No).

I have also attached the sample file.Budget_Input Form.xlsm

I am trying to create a document that takes our client PO amounts, tactics/spend line items, and dates from one sheet and averages them across the months that it is eligible, so we can know the total amount of money we can expect to go out from our clients each month.

I have mostly figured this out in a really complicated way with many nested if statements, but there HAS to be a simpler way. There will be lots of hands in this document, so I would like to make it as simple and easy as possible.

We have hourly amounts remaining on projects, we want to project cost at 40 hour work weeks and 50 hour work weeks. We simply multiply the 40 hour budgets times the straight time rate, but we need to calculate the over time on the 50 hour budgets.

examples: 600 hours on 40 hour budget at $25 and hour is $15,000. However on a 50 hour budget it would include 480 straight time hours and 120 overtime hours for a budget of $16,500.

Our data is hourly bugets in column "A". In column "B" we did =A3*straighttimerate. Is there a formula that can calculate 40hrs straight time then 10hrs over time until the budget runs out? We are working with Microsoft Office Proffesional 2007 with Excel 2007 but need to remain compatible with Excel 2003.

Budget (hours)straight time ($25)over time ($37.5)240$6,000.00?4652$116,300.00?152$3,800.00?258$6,450.00?645$16,125.00?

finding a way to compare the two budgets i.e 08/09 and 09/10 and if a new cost centre appears in 09/10 it will bring a yes in column G(New cc) and if the Cost Centre already exist in 08/09 it will bring a blank--but in both cases i want a variance in the next column H i.e 09/10 less 08/09.

I have to run payroll every two weeks, and part of the process involves calculating overtime for over 50 employees. The total amount of overtime hours for each employee is usually split on two or three budgets and after I calculate the budget splits, I have to enter these amounts into the payroll system. (The payroll system takes up to 2 decimal spaces.)

I have a spreadsheet set up for each employee, but what I've noticed is that the sum of the parts does not always equal the whole.

For example, Bob Goodworker worked 9 hours of overtime this pay period.

His budget split will be as follows:

Budget A (58.5%) = 5.27 Budget B (31.5%) = 2.84 Budget C (10%) = 0.90

However, 5.27 + 2.84 + .90 = 9.01

The payroll system only allows for numbers up to 2 decimal places.

I am looking for a formula to sort out a budget problem I am currently working on... I am guessing that the formula is pretty simple but my mind is blank...

What I am trying to do is:

Cell A1 is my cash budget Cell A3 is actual cash used Cell A5 is The Difference between A1 & A3 (sum A1-A3)

What I want in Cell A7 is a formula to tell me if my Budget is over 50% either way..

For instance if A1 = 100 and A3 = 155 then I am 55% over and would like a note to appear saying "Explanation required". If A1 = 100 and A3 = 45 then I am 55% under my Budget and would like a note to appear saying "Explanation required".

I am trying to do my homework for college and the below excel grid was given to us to complete. I do not understand where to get the information it is asking. the first grid is the numbers we are suppose to use to input in the other grids. We are suppose to put a formula in on the last to two columns on each grid but I do not even know where to start.

My boss has asked me to find a way to charge a mark-up on our project budgets based on a certain budget tier system ($0-1000, $1001-5000, $5001-10000, $10001+) He doesn't want a general percentage. Is there a way to do this is Excel?

He was talking about Boolean functions, but he was also used to using Logic. I do not know logic or if there is any such function within Excel.

Working on a Checkbook Register/Monthly Budget.In column A I have the Check # or Type of Transaction, in column D is Debit, in column F is Credit, and in column G is Balance. I am writing the Check #, Debit, Elect., or Bill in column A.What I want to do is write a formula in column H to find all the Bills in column A and add all there Debit in column D together. I don't know if I change the word Bill to a code # if that would work or not. If it does, could I use a range of number of different bills like 200-299.

Example: If (A2-A50) = "Bill" or (200-299) add the same row # in column D for a total sum.Would like to use the code # if possible so I can budget the Bills individually if possible.

Using the Formula: =IF(ISBLANK(C3),"",G2-D3+F3) in column G for Balance, don't want to mess with this formula.

Table1: DATE | CAT | IN | OUT ----------------------

The transaction CATegory and Date place the amount from table - column IN to the corresponding cell in my budget. I would like my bank account to reflect both income an expenses from 2 columns in Table: IN and OUT

I've devised a monthly savings sheet to allow me to track my savings towards a deposit on a house. My target is £xxx a month, but as I could contribute loose amounts of money I'd like to be able to display a field next to each month of how much over I've contributed or how much under I've contributed.

I'd like this to be represented as:- If I contribute more than £xxx for a month then display it as green text and calculate how much over has been contributed.

If I contribute less than £xxx for a month then display it as red text and calculator how much under the contribution has been. I'm really not sure how to do this, I would do it manually normally but surely there is a way of automatically representing it.

I have a couple of columns in excel and one of them " total budget" and another is "Business Case". How can I do a check on the budget, say if total budget is less than $250,000 then business case value should change to N/A.

So I am trying to create a budget worksheet for past and future expenses, basically an excel checkbook with running balance

In Column A I have my debits/credits

In Column B I have my running balance so that there is a current total next to each of the debit/credits in column A, it is formulated as follows, it adds the cells directly above it to the cell directly to the left of it (i.e. Cell B10 = B9+A10, which was dragged and iterated to many cells below)

I wan to be able to drag in drop cells in the A column (Just moving them up and down different cells in the A column) with out it changing formulas in the B column.

I tried the $ trick so that for example B10 = B9+$A$10 but if I moved cell A9 to say A10, I get a reference error in cell B10 (why is it doing this when B10 is locked with $)

I then tried going to format and locking the B column and not the A column and then protected the document but I still get the same REF error.

I know I can copy and paste with out effecting it but this is tedious, the whole reason I did this was so that I can move around bills EASILY and play around with what get paid when. There has to be a way to do this, but I'm probably searching with the wrong keywords.

I have a Master Worksheet that I am using to populate other worksheets using the Table function. I would like to keep the format the same as the Master worksheet even if lines get added or deleted. I have seen that others group the sheets together when making the changes but I can not really us that options. I will be giving the Budget to someone else to fill out and they will not know how to do that.

I am working towards creating a spreadsheet for making a budget for a film + a system to monitor the expenses vs budget allocated on a day to day basis (to ensure the budget is not being crossed).

I am working on a budget spreadsheet and want to find a formula that will automatically tell me what my take home pay is depending on the yearly salary and see if covers my expenses (linked to another spreadsheet). It will be easier to budget my expenses depending on my salary. My attempts to create IF and = haven't worked.

I have weekly budget report (for the entire year) that I put in a Pivot Table with approx 20 different row labels. The actual revenue numbers come only once a month (several different reports make up the actual revenue numbers). I need to put the actual numbers on the same row as the budget numbers and I can't figure it out.

For example, for the first three months of the year, I have the pivot table showing everything perfectly. In February, I get January's actual revenue numbers that now "replace" the budget numbers for January. If this was a regular table, I could easily overwrite these numbers, but with the pivot table, I can't get these two fields to line up. For now, I have the Actual Revenue numbers on the Rows above the Budget numbers for their respective months/quarters.

I have created an monthly budget spreadsheet on excel with a calendar. Formula to show the recurring expenses in the calendar? (Example: Rent/Mortgage on the 1st of every month).

I am trying to create a budget in excel and want to type my numbers (in certain cells only) without a - sign but I want them to appear, and calculate, as negative numbers. Basically, I am lazy and don't want to have to remember to use a - for all of my expenses when I am inputting the data.

Fabrication and Site Visit in Budget/Spend Analysis - Budget, not pulling through information from drop down boxes - in both cost type columns (they dont seem to be active any more either, not sure what I have done there!

The codes in E column are what is entered in a worksheet range (user cannot see the list). Needed is to show both the two-character code in column E and the text definitions in column F in the dropdown. As data validation now works, users only see the two-character code and are not remembering what the code stands for - they need to see the definition.

Is there a way to show both the two-character code from column E along with the text in column F? When user selects, only the code would be entered in the target cell. (Is data validation the correct technique?)

I have set this problem up in closely located cells to construct the issue. In reality, the validation list is well off-screen from where the user is actually inserting the codes and there are many more codes/definitions.

I'm a business/application consultant for ERP software, and generally pretty solid when it comes to excel. However, I've come across a question for a personal sheet that I can't seem to solve.

In my personal budget worksheet, I'd like to set a budget on a cell-by-cell basis. When the budget is hit, I'd like the text color (or cell color) to change.

I.E. Cell D14 has a budget of $200. When I enter $200 in the cell, the text turns from black to red. I've searched through google with no luck. I have mildly searched this forum, but haven't found my direct answer - I have come pretty close though, in other languages

I need to reference the projected and actual expenses from the total on worksheet 'expenses' So i did so, however, if I change the drop down on the expenses worksheet to only display housing data, then the projected and actual expenses on my budget worksheet changes as well to the new data portrayed on the expenses worksheet.

I need to reference the cell, without it changing when I change the category display, but I need the cell to change accordingly if I enter new data in the overall tablet on the expenses worksheet.

Or do I need to create a seperate worksheet that has the data in and reference my cells on my budget worksheet to that new worksheet?