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
Reload Data | Loads data based on the filter settings |
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. |
Budget Version | A list of budget versions. Multiple versions can be selected. |
Secondary Account Type | Limits the secondary account type in the data load. |
GL Budget/Forecast Overview
Description | |
Budget Version | Budget Version’s description. |
Record Counts | |
Using Calc Dist | Number of records using Calc Distribution. |
Not Using Dist | Number of records not using Calc Distribution. |
Amount and Hours | |
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. |
Hours | Hours value of the records. Note, hours are only populated on Financial records. |
Is Balanced? | |
Amount Balanced | Whether or not the amount columns are balanced (fully distributed). |
Hours Balanced | Whether or not the hours columns are balanced (fully distributed). |
Distributed Amount and Hours | |
Dist Amount | Amount value distributed among the periods. |
Dist Hours | Hours value distributed among the periods. |
Amount and Hour Details | |
Amount 1…13 | Amount values in each GL period. |
Hours 1…13 | Hours values in each GL period. |