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.
Loads data based on the filter settings
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.
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
Budget Version’s description.
Using Calc Dist
Number of records using Calc Distribution.
Not Using Dist
Number of records not using Calc Distribution.
Amount and Hours
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 value of the records. Note, hours are only populated on Financial records.
Whether or not the amount columns are balanced (fully distributed).
Whether or not the hours columns are balanced (fully distributed).
Distributed Amount and Hours
Amount value distributed among the periods.
Hours value distributed among the periods.
Amount and Hour Details
Amount values in each GL period.
Hours values in each GL period.