Actual v Budget Full Year Summary Group by Detail

The Actual v Budget Full Year Summary Group by Detail Report provides Detail Code level information on the current year Budget, the Budget Year-to-Date, Actuals Year-to-Date and Commitments as well as Left to Spend details.

An example of the Report is displayed below:

The columns on the Report are as follows

• Budget full year: This displays the full Budget amount for the current Year.
• Budget year-to-date: This displays the Budget amount up to the current Period.
• Spend year-to-date: This displays the amount of the Budget spent for the current year up to and including the current Period.
• Commitments: This displays the Commitments for the remainder of the year.
• Left to Spend: This is calculated as follows: Budget full year amount less the Spent year-to-date amount less the Commitment amount.   That is the amount left to spend in the current Year, or overspent where this is a negative figure.
• % Incurred to date: This is calculated as follows: Spent amount plus the Commitments amount as a percentage of the Budget full year amount.  That is the percentage amount incurred to date (up to and including the current Period in the current Year).  This will be over 100% where there has been an overspend.

To run the Report the following options should be added to these fields on the GL Job Request form:

• Report Master: Management Reports
• Report Folder: All Styles
• Report Style: Actual v Budget Full Year Summary Group by Detail

Click on the  button and the following Parameters and Criteria will be displayed in a Grid at the bottom of the form:

Parameters

The Parameters for this Report are as follows:

• Cost Centre Set: This field will default to 1 and should not be changed.
• Currency Code: Ensure the required Currency Code is added to this field, e.g. GBP.
• Group 1 Dimension:This field will default to Cost and should not be changed.
• Group 1 Level: This field will default to 4 and should not be changed.
• Group 2 Dimension: This field will default to Detail and should not be changed.
• Group 2 Level: This field will default to 23 and should not be changed.
• Group 3 Dimension: This field will default to Detail and should not be changed.
• Group 3 Level: This field will default to 0 and should not be changed.

Criteria Fields

No Criteria should be included on the Report.

Click on the  button.