About this task
The Budget Summary by Quarter report displays budget information by quarter for the selected project, program, or plan, and fiscal year. For programs and plans, data rolls up from contributing projects and programs. This report requires the Financial Management Module.
Procedure
- From the Operations menu, select:
- Projects to run the report for a project.
- Programs to run the report for a program.
- Plans to run the report for a plan.
- From the list, select the project, program, or plan to report on.
- Click the Analysis tab.
- From the Report Type pull-down menu, choose Budget Summary by Quarter.
The report for the current fiscal year displays. If there is data for more than one year, you can choose a different fiscal year for the report from the Fiscal Year pull-down menu.
Results
Data is organized for the selected fiscal year, as follows:
Table 1. Data on the Budget Summary by Quarter report
| Section |
Description |
| Summary table |
This table displays summary budget information:
- Rows: different breakdowns of the budget; actual/remaining, committed/uncommitted, and forecast/available
- Columns: Fiscal year total, then one column for each quarter.
Note: For projects, the report consists of only this table. |
| Details table |
For programs and plans, this table shows budget information rolled up from subordinate objects.
- Rows: for a program report, each individual project that is part of the program has its own row. Similarly for a plan report, each program has its own row.
- Columns: Each quarter has columns for rollup budget, rollup forecast, rollup committed, and rollup actual.
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