FAQ 111: Budget--Integrated PS - there is no integration (excess) amount


The design does not appear to be integrating when I run the sole prop budget routine.


It didn't look like the system was using integration because the participant had excess 415. The integration piece was being removed as excess 415. The program removes the excess piece rather than the balance piece to avoid an allocation that might give a greater % on top rather than on bottom.

To avoid the excess 415 amount, the user should reduce the PS "Source 2 Contribution" amount input in the budget. The key is to get the PS total at a level that gets the principal to 415 without going over. Use the "guess and check" method to get to the best PS amount taking full advantage of the integration while not generating excess 415.