- Budget Planning
- Budget Book Builder
- Support Entities
- Interfaces
- Budget Ceilings
- Budget Output / Outcome
- Budget Version
- Budget Plan
- Budget Line Bulk Management
- Coding Block Ceiling Bulk Management
- Classification and Flow Type
- Budget Pipeline
- Reports
- Budget Planned Allocation Report
- Budget Ceilings Report
- Budget Plan Report
- Budget Estimates Report
- Budget Version Comparison Report
- Budget Plan Versus Planned Commitments And Obligations Report
- Budget Ceilings Comparison Report
- Budget Ceiling Distribution Report
- Budget Plan Status Report
- Statutory Provisions and Provisions to be Voted Report
- Budget Line Cost Driver Report
English
EspañolBudget Estimates Report
Mon, 2015-02-02 10:30 — amitra
Overview
This report shows a previous year actual data and current amounts, as well as planned amounts for current Fiscal Year used for Planning and indicative years, in case of medium term budgets.
Navigation
Budget Planning ► Reports ► Budget Estimates Report
Budget Estimates Report screen Fields
Field | Description |
Fiscal Year | Users should select Fiscal Year from a dropdown menu displaying the Fiscal Years. |
Budget Version | Users can select any version that belongs to any Scenario that matches the selected fiscal year. |
Budget Plan Tab | Users can select one (1) or more Budget Plans(s) that matches the selected Fiscal Year and that belongs to the selected Budget Version. |
Budget Plan Status | Users can select the Budget Plan status from the following list: "All", "Open", "Completed", "Under Analysis", "Closed", "Partially sent for Execution" and "Fully Sent for Execution", “Revised”, and “Uncompleted”. |
Institution | Allows Users to select any institution element within the COA segment with Organization Segment set to True. |
COA Group | COA group selected from the list of Scenario groups that is at the Lowest Level and with Apply for Ceilings set to False. The COA Group should be entered manually if no Budget Plan is selected. |
Group by: Budget Plan | This checkbox is used to group report by Budget Plans. |
Is current amount | This checkbox is used to define if Budget Control Original or Current Amount will be displayed under the Budget Estimates Report. |
Comment | Comment entered by the User. |
| Budget Plan Type | This is an Optional Filter.The user could select a BP Type with COA Group |
| Budget Plan | The budget plan is the main entity, as from it all coding blocks used to generate the report will be extracted and matched vs the Budget Controls to get execution data |