Account summary table
The Account Summary table contains the following information.
| Field | Description |
|---|---|
| Budget | Amounts that the account administrator entered to fund the account. For more information about creating and editing accounts, see the HCL® Marketing Operations Administrator's Guide. |
| Forecast | The sum of all forecasted values entered into the Forecast Amount field of finalized project and program budget line items for which this account is the source account (as specified in the budget line item Source Account field). These sums appear for a particular month on the table according to when you finalized the line items. For example, if you finalize a forecasted line item amount in May, that amount appears in the May column of the Forecast row. |
| Available | The difference between values in the Budget and Forecast rows. |
| Committed | The sum of all committed values entered into the Committed Amount field of finalized project and program budget line items for which this account is the source account (as specified in the budget line item Source Account field). These sums appear for a particular month on the table according to when you finalized the line items. For example, if you finalize a committed line item amount in May, that amount appears in the May column of the Committed row. |
| Uncommitted | The difference between values in the Budget and Committed rows |
| Actual | The sum of all invoice line items for which this account is the source account (as specified in the invoice line item Source Account field). These invoice line items roll up to this field only when the invoice to which they belong is in the Paid state. These sums appear for a particular month in the table according to when you marked the invoice line items Paid. For example, if you mark an invoice line item amount Paid in May, that amount appears in the May column of the Actual row. |
| Remaining | The difference between values in the Budget and Actual rows. |