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Baseline Overview

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On this tab the following fields can be viewed:

 

hmtoggle_plus1Amount Payment Type

The 'exclude zero rows' does exactly that - a row with zero values in the entire row (for the entire display range) will be excluded from the displayed results.

 

These check box options allow the user to display the various amount types namely, Actual costs, planned commitments, released commitments, budgeted costs - or as all costs;

If 'labour/material split' is checked, each of these costs is seen separately.

Actual sales, actual additional cost sales and actual credit sales - or as all actual sales;

Actual purchases, actual additional cost purchases, actual credit purchases - or as all

actual purchases;

Budgeted sales, budgeted additional cost sales, budgeted credit sales - or as all budgeted sales;

budgeted purchases, budgeted additional cost purchases, budgeted credit purchases - or as all  budgeted purchases;

If 'payment split' is checked, it displays the amount types per the following: Final, progress, retention and escalation.  Prepayments for purchases and Advance for Sales is always separated from the other amount types.

The Advance payments (under Actual Sales) include the advance payment credits.

hmtoggle_plus1All/Specific Baselines

If 'All' is clicked, all baselines will be displayed as per the parameters selected.

If 'Specific' is clicked, the required baselines must be selected (within the frame) before they will be displayed.

This field indicates which baselines are required. If the field is checked, only formal company --specified baselines will be available for selection. If the field is unchecked, only non company -- specific baselines will be available for selection.

hmtoggle_plus1Budget Type

This field populates with the budget type of the budget id selected. Selection of this field is mandatory.  The GO TO / F7 jumps to Budget type on the Budget Types tab of the Budget Maintenance function from the budget type field.

hmtoggle_plus1Budget End

This field populates with the applicable end date of the budget id selected and is disabled.

hmtoggle_plus1Budget Start

This field populates with the applicable start date of the budget id selected and is disabled.

hmtoggle_plus1Budget Id Description

This field displays the description of the budget id selected and is disabled.

hmtoggle_plus1Budget Id

This field populates with all the existing budget id's.  It is enabled and mandatory.  The GO TO / F7 jumps to Budget id on the Budget header tab of the Budget function from the budget id field.

hmtoggle_plus1Detail

The detail button allows the user to jump to a detailed view on budget resource allocation for costs and to budget payment shipment for purchase or sales schedule data. It is enabled only after the Show button has been clicked.

hmtoggle_plus1Entity Type

Once the baseline has been selected, this field is populated. The user may select the valid entity types as per the budget type selected. Nodes and accounts may be linked to Capital and Own funded budgets. Order and accounts may be linked to Contract budgets. Only accounts may be linked to cost centre and division budgets. Only nodes may be linked to Project budgets. It is enabled and not mandatory.

The GO TO / F7 jumps to Node / Order Master / Accounts functions from the budget entity type field  where this is either, node, order or account.

hmtoggle_plus1Financial Period Display Range

These fields populate with the applicable start and end dates on the budget header for the budget selected, but may be changed. The range is limited by the planned start and end dates of the budget id. These fields are mandatory.

hmtoggle_plus1Grid

The grid displays the baseline and then proceeds to display the values as per the general parameters selected and as per the amount types selected in the parameters in the rows following. The totals of each amount type are displayed per entity, dependant on the parameters selected - i.e if none of the sales options is selected, no totals for sales will appear, but the totals for actual purchases, actual prepayments, budget purchases, budget prepayments will be displayed per entity and the grand totals of these will appear at the bottom of the grid.If a specific entity type was selected, the baseline data (totals) would be for that specific entity type only. Many baselines can be viewed for a specific budget id.

hmtoggle_plus1Show

This button displays the data as per the parameters selected and as per the profiles and role in the company.