Generating the Budget Summary by Quarter report
The Budget Summary by Quarter report displays budget information by quarter for the selected project, program, or plan, and fiscal year. For programs and plans, data rolls up from contributing projects and programs.
About this task
Note: This report requires the Financial Management Module.
To generate the Budget Summary by Quarter report, complete the following steps.
Procedure
-
From the Operations menu, select one of the following report
options:
- Projects
- Programs
- Plans
- Click the Analysis tab.
-
Select
.
The report for the current fiscal year displays. If there is data for more than one year, you can choose a different fiscal year for the report from the Fiscal Year menu.
Results
Data is organized for the selected fiscal year, as follows:
Section | Description |
---|---|
Summary table | This table displays summary budget information:
Note: For projects, the report consists of only this table. |
Details table | For programs and plans, this table shows budget information that is rolled up from
subordinate objects.
|