GL Budget/Forecast Overview
**wss 2/13/23
The GL Budget/Forecast Overview module acts as a quick review module for looking at multiple budget versions across multiple years. It divides data into Amounts and Hours, and splits out data by period.
Header
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Reload Data |
Loads data based on the filter settings |
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Fiscal Year |
A filter that changes available budget versions in the dropdown. This can be cleared with the eraser button to the right to show all budget versions. |
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Budget Version |
A list of budget versions. Multiple versions can be selected. |
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Secondary Account Type |
Limits the secondary account type in the data load. |
GL Budget/Forecast Overview
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Description |
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Budget Version |
Budget Version’s description. |
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Record Counts |
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Using Calc Dist |
Number of records using Calc Distribution. |
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Not Using Dist |
Number of records not using Calc Distribution. |
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Amount and Hours |
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Amount |
Amount value of the records. Note, if you have not limited the pull to Financial account types it will include Statistical amounts as well. |
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Hours |
Hours value of the records. Note, hours are only populated on Financial records. |
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Is Balanced? |
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Amount Balanced |
Whether or not the amount columns are balanced (fully distributed). |
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Hours Balanced |
Whether or not the hours columns are balanced (fully distributed). |
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Distributed Amount and Hours |
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Dist Amount |
Amount value distributed among the periods. |
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Dist Hours |
Hours value distributed among the periods. |
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Amount and Hour Details |
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Amount 1…13 |
Amount values in each GL period. |
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Hours 1…13 |
Hours values in each GL period. |