EIS Budget

The Budget tab displays income and expenditure information and allows drilling down to the account level.

All the information would globally be filtered out as per the selection of hierarchy tree filter together with period filter.

You can view information for any level of any hierarchy and drill down to the individual account level by clicking on a hyperlink within each level. All financial accounts are linked at the action level, which determines what level of the organisational and planning hierarchy it belongs to.

Following fields are available within budget grid by default:

Field	Description
Type	Displays the budget type.
Name	Displays the budget center name.
Performance	Displays the budget performance as a traffic light indicator. The thresholds are configured by your Administrator through Budget threshold page.
YTD Actual	Displays the year to date actual value as defined during integration.
YTD Budget	Displays the year to date budget value as defined during integration.
YTD Variance	YTD Variance = (YTD Budget - YTD Actual) for each account/action.
Period Actual	Displays the period actual value as defined during integration.
Period Budget	Displays the period budget value as defined during integration.
Period Variance	Period Variance = (Period Budget - Period Actual) for each account/action.
Email	Displays the email control.

The above fields' sorting order and visibility can be configured via EIS Settings area.

You have the option of exporting the data to an excel sheet by clicking on the 'Excel Export' icon.

For financial information to be shown on this page, you must have a financial integration. For more information please contact CAMMS help desk.

Last revised: November 26, 2017