Budget console actions

You can use the Budget Overview interface to review and manage your budgets.

Budget owners can only see the budget plan data they have access to through the budget keys they own.

The Review tab

Figure 1. The Review tab
The Review tab
Table 1. Budget console actions: Review tab
Action How to perform the action
Compare fiscal periods Select a range of fiscal periods using the From and To choice lists under Period.
Show budget details that relate only to specific segment records. Select the segment records from the choice lists under Segment. The segments come from the budget definition.
Show budget details that relate only to specific budget owner. Select the budget owner from the Budget Owner choice list.
Show or hide fields from budget plans. Select the columns to display under Visible Columns.
Show or hide the criteria pane. Click the left arrow () or right arrow () icon at the bottom of the criteria pane.
Edit the value in the Target field Double-click the Target field and enter a new value. If no target value exists, the value shows 0.00 in the system currency. If you then enter a new value, the application creates a new target record.

The Compare tab

Figure 2. Budget console compare tab
Compare
Table 2. Budget console actions: Compare tab
Action How to perform the action
Compare plans
  1. Click Select Plans. The Selected Budget Plans window appears.
  2. Filter the budget plans:
    • Enter text in the Filter field at the top to filter on any text in budget plan records.
    • Enter text in the Filter by Budget Owner field or Account code field to filter on those columns.
  3. To show only plans that have parent plans, select Top Level Plans Only.
  4. To see the locked copies of budget plans, which the application creates when it promotes the plans to forecasts, select Show Locked Copies.
  5. Select the check boxes next to the plans in the window that appears.
  6. Click Compare selected plans. The plans appear in side-by-side columns in the table. You can also modify criteria as you can on the Review tab.
  7. Select Month, Quarter, or Year to show the financial data for that selected time period.

The Plans tab

Figure 3. The Plans tab
The Plans tab
Table 3. Budget console actions: Plans tab
Action How to perform the action
View the Budget Plan form for any plan. Click the plan name in the Name column.
Delete a budget plan. Click the delete icon () for any plan.
Copy a budget plan. Click the clone icon () for any plan.
Delete multiple budget plans. Select the check boxes next to the plans, and then select Delete in the Actions on selected rows choice list at the bottom of the list.
Filter the list of plans. Enter text in the Filter field at the to filer on any text in budget plan records.

Global settings

Table 4. Budget console global settings
Action How to perform the action
Show currency symbols and amounts with two decimal places. Select the gear icon () and click the Show cents and currency symbol switch.