Account summary table

The following table describes the Account Summary table.

Table 1. Fields in the Account Summary table
Field Description
Budget Amounts that the account administrator entered to fund the account. For more information about creating and editing accounts, see the Unica Plan Administrator's Guide.
Forecast The sum of the following items, as specified in the budget line item Source Account field:
  • All forecasted values that are entered into the Forecast Amount field of a finalized project
  • The program budget line items for which this account is the source account

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 the following items, as specified in the budget line item Source Account field:
  • All committed values that are entered into the Committed Amount field of finalized project
  • The program budget line items for which this account is the source account

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.