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Budget Plan Report

Mon, 2015-02-02 10:29 — amitra

Overview

This report shows a budget comparison report (surplus or deficit variance) between the previous fiscal year and the current fiscal year, based on the selected budget planning group, and the specified Financial Coding Block grouping information.

 

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Budget Plan Report screen Fields

Field

Description

Fiscal Year

Display all available fiscal years. Mandatory Parameter.

Display Periods

This parameter will be used to group and display the report by Fiscal period.

Fiscal Period

By default all available Fiscal Periods that belong to the selected fiscal year must be used to generate the reports unless the user select a specific Fiscal Period.

Budget Version

Mandatory parameter. The user should select any version that belongs to any Scenario that matches the selected fiscal year.

Budget Plan

The budget plan is the main entity as from it all coding blocks used to generate the report will be extracted and matched vs the Budget Controls to get execution data. The Budget Plan must match the selected Fiscal Year and must belong to the selected Budget Version

Budget Plan Status

Budget Plan Status that can be selected from the following possible values: “All”, “Open”, “Completed”, “Under Analysis”, “Closed”, “Partially Sent for Execution”, “Fully Sent for Execution”, “Revised”, “Uncompleted”.

Institution

Institution to be selected by the User from the list of CoA elements from the segment with Organization Segment set to True.

COA Group

COA Group used extract information for this report. The COA group must be entered by the user, if no Budget Plan is selected.

Group By Budget Plan

Allow user to group information by Budget Plan.

Comment

Comment entered by Users.