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Bracket Path Reference ID​

Bracket Path Reference ID allows you to link values from one details line to another at the cell level. When the original value changes, every cell referencing that bracket path ID will automatically update—keeping your budget consistent and always in sync.

Bracket Path

Each line in the budget is assigned a unique system-generated ID—called the Bracket Path ID—which can be used to reference that line’s data from anywhere else in the budget.

Flexible References​

Reference fields—such as Amount, Rate, or others—by entering the origin line’s Bracket Path ID into a destination line’s field.

  • In this example, we are entering the Bracket Path ID from Line 3 into the Rate field on Line 8:

Bracket Path Example

  • This links the Rate value from Line 3, allowing it to be dynamically pulled into Line 8:

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Dynamic Linking​

Changes to the source line (the Origin) are automatically reflected in any linked destination lines.

  • In this example, we place the Bracket Path ID from Line 3 into Line 8’s Rate field. When we then update the rate on Line 3, the change is automatically reflected in Line 8:

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Multi-line Calculation Support​

Combine multiple Bracket Path IDs in a single field to create aggregate totals, calculations and use them in formulas.

How It Works

  1. System Assignment: Each line is assigned a unique Bracket Path ID (e.g., [H3ME]).

  2. Reference Anywhere: Copy this ID and paste it into a compatible field (e.g., Amount, Location) on another line.

  3. Auto-Update: If the original value changes, all destination references update automatically.

  4. Formulas: You can use IDs in formulas for more complex calculations (e.g., [HTR3] * 0.25).

  5. Multi-Line Calculations: You can add multiple Bracket Path IDs together:

    • Example: [H3ME]+[KPG6]+[AA8G] will sum the values from each referenced line.
      • Line A ([H3ME]) has an Amount of 5
      • Line B ([KPG6]) has an Amount of 2
      • Line C ([AA8G]) has an Amount of 13
      • Line D uses: [H3ME]+[KPG6]+[AA8G] → Result: 20

Important Behavior Notes​

Bracket Path IDs + Suppressed Lines:
If a source (origin) line is turned off (by unchecking Use - suppressing the line), any linked data will also be deactivated in destination lines.

Deleting Lines:
If a source line is deleted, the system will display a modal listing all affected destination lines. Users will be prompted to:

  • Replace the Bracket Path references with hardcoded values, or
  • Remove the references entirely.