What is a Worktable?
Any or all budget entries may have a Worktable attached. A Worktable both calculates a figure for display in a spreadsheet cell and documents how that figure was calculated. Each Worktable may have any number of entry lines.
To display a Worktable for a category, either,
•Right click on the category row and choose the Worktable option from the cell menu.
or
•Press the F8 key.
What does a Worktable Record
The following fields are displayed when you select the Worktable option.
Month The month to which the worktable entry applies.
For The planning table or Funding / Asset account that the worktable applies to. This column will only be visible if a Planning Table or Funding / Asset account has been defined.
Enterprise Optional – The enterprise to which the worktable entry applies.
Comment A description of the entire figure
Qty The number of items you are dealing with. You can get help to calculate the Quantity, (See Calculate Quantity) or if you are using Planning Tables, you can import the Quantity (See Import Quantity)
Units Any units you like for your items, including litres, tonnes, head, drums, cartons, each, etc.
Value The dollar value of 1 item.
| Account | If one or more bank accounts have been enabled, you will need to select an account to associate with the cash flow from/to this Worktable entry line. This column will only be visible if Multiple Accounts have been defined with the Use button. |
Phoenix automatically calculates the total amount for each entry line, and the grand total amount from all Worktable lines. You may enter any number of lines of information in any one Worktable.
There is a field for any amounts that are allocated to the category, but not with a worktable entry.
When you have completed your entries in the Worktable, select the save icon from the Worktable function bar to save your changes. Move to other categories and enter any other Worktables required.
Note: After you have entered and saved one or more Worktables, you must be sure to then save the budget as well. If you do not save the budget, Phoenix will discard any changes you may have made to the Worktables.
Worktable Units
You can define and use standard units in the worktable. The units button will reveal the units setup window. Phoenix already knows about many standard Metric and Imperial units. You may define as many more as you require. If the unit you are defining is of a standard type (e.g. length, area or volume) then you can enter a factor to convert from your unit to the standard unit for that type. See The Units Function.
In the main worktable unit field, if you type the abbreviation or name of a unit that Phoenix knows about, then it will handle that unit for you. You can enter something that Phoenix does not know about. Phoenix will then simply display whatever you typed. In the Calculate Quantity window, however, you must use units from Phoenix’s list.
See Also:
To Create a Worktable for a Budget Entry
To allocate a Worktable to a Planning Table or Asset / Funding Account.
