Page in progress…The options selected in the Current and Budgets menus determine the datasets that are used to populate Current and Budget columns in the grid.
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You can add or remove the Budget column via the Columns menu. The Current column always displays. |
Change the current dataset
By default, the Current column displays the default latest-period-actuals but you can change this. For example, if you are reviewing your budget for the next year, you can set your current period to be that budget, then set comparative periods to be current year budget, and current year actuals, to understand variances.
Click Current, then select the required dataset from the list. The statement grid updates automatically.
Change the budget
Often you will have multiple budgets, either different year’s budgets, or different types of budgets (expected, worst-case, stretch and so on), as well as forecasts. You can manage these budgets via the Budget menu.
Click Budgets, then either:
Select the required dataset from the list. The statement grid updates automatically.
Select the Manage Budgets option to assign budgets and/or forecasts to different header streams, which will appear in the dropdown as column options.