Edit budget data /onestopreporting/help/budgeting/report/edit-budget-data section 2026-01-16T14:27:01+01:00 # Edit budget data > [!TIP] > Above the spreadsheet, you can see the time the spreadsheet was updated. - Summary cells (bold text) cannot be edited. - Grey cells contain Line Item Details or values from the database, and cannot be edited. Click **Save data** to save your work. The data is saved to the budget table. To access additional editing options, click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. Click ![](../../../../shared-images/img/en/LID.png) in the upper right corner to access the **Spreading** and **Adjusting** functionality. - [Spreading](./spreading): Instead of manually entering data, you can use the **Spread** function to enter calculated values based on the total amount you want to be distributed across the cells in a row. - [Adjusting](./adjusting): You can use **Adjust** to increase or decrease an amount by a number of units or a percentage. - [Line item details](./add-line-item-details): You can use this function to specify additional details on the same dimension value (row). You can, for instance, specify a detailed list of expenses on the same account. Spread function /onestopreporting/help/budgeting/report/edit-budget-data/spreading page 2026-01-16T14:27:01+01:00 # Spread function Instead of manually entering data, you can use the **Spread** function to enter calculated values based on the total amount you want to be distributed across the cells in a row. You can, for example, spread 24000 across 12 periods (months) using the distribution rule **Even**, so the value of each cell in a 12 month period is set to 2000. The default distribution rule is **Even**, but you can create [custom distribution rules](../../../../administration/periodic-keys/) to spread the amount differently. You can also use spread based on the comparable data set up in the budget template. For more information, see the **Define Comparable data** section in [Create budget template in Report Designer.](../../../create-budget-template-in-report-designer) > [!TIP] > This method can also be used to spread an amount across a line item detail. See [Add line item details](../add-line-item-details). To spread an amount across a row (main line): 1. In the open budget template, click any cell in the row you want to edit. 2. Click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. The name and row number of the selected row is displayed at the top of the **Spreading** pop-up window. 3. If the **Spread** function is not visible, click ![](../../../../../shared-images/img/en/LID.png) in the top-right corner of the **Spreading** pop-up window. 4. Enter the amount in the **Spread amount** field. 5. Select a rule in the **Using distribution rule** list. 6. (optional) Select a line item detail. See [Add line item details](../add-line-item-details). 7. Click **Spread**. The amount is spread across the row according to the selected rule. 8. (optional) Repeat steps 4-7 to spread additional amounts across other line items. Adjust function /onestopreporting/help/budgeting/report/edit-budget-data/adjusting page 2026-01-16T14:27:01+01:00 # Adjust function An alternative to the **Spread** function, is the **Adjust** function. You can use **Adjust** to increase or decrease an amount by a number of units or a percentage. > [!TIP] > This method can also be used to spread an amount across a line item detail. See [Add line item details](./../add-line-item-details). To adjust the amounts across a row (main line): 1. In the open budget template, click any cell in row you want to edit. 2. Click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. The name and row number of the selected row is displayed at the top of the **Spreading** pop-up window. 3. If the **Spreading** function is not visible, click ![](../../../../../shared-images/img/en/LID.png) in top-right corner. 4. Click **Adjust**. 5. Select the base line in the **Based on** list (usually **Main line**). 6. In the **Adjust each value by field**, do one of the following: - Enter a percentage (positive or negative) and click the **%** button. Note: This will not work if the Main line is empty. - Enter an amount (positive or negative) and click **Units**. 7. (optional) Select a line item detail. See [Add line item details](./../add-line-item-details). 8. Click **Adjust**. The amount is adjusted across the row. Add line item details /onestopreporting/help/budgeting/report/edit-budget-data/add-line-item-details page 2026-01-16T14:27:01+01:00 # Add line item details The **Line item details** function is found in the **Spreading** pop-up window. You can use this function to specify additional details on the same dimension value (row). You can, for instance, specify a detailed list of expenses on the same account. To add a line item detail to a row: 1. In the open budget template, click any cell in the row you want to edit. 2. Click the arrow next to **Spreading and Line item details** at the bottom of the spreadsheet. The name and row number of the selected row is displayed at the top of the **Spreading** pop-up window. 3. Click the first cell in the **Description** column under **Line item details**. 4. Enter a name for the line item detail. 5. Click **ENTER** to add another line item detail. You can enter as many line item details as you want. 6. Enter values in the cells in the rows, or use the [**Spread**](../spreading) or [**Adjust**](../adjusting) functions. The values in the columns are summarized on the **Main line** at the top. 7. (optional) Select a cell and enter a comment in the **Line item detail comment** field. ![](../../../../../shared-images/img/en/LID.png) Line item details are indicated by comments in the cells. ![](./img/en/screen_budget_lineitem.png) > [!NOTE] > When using the *Line item details* function, the main line is locked from any further data entry. This prevents inconsistencies between the total detailed amount and the number shown in the form's cell.