Budget Manager Dashboard - overview

Budget manager dashboard provides a complete overview of the budget accounts of a budget. It allows the managers to control and monitor all the budget activities of all the budget structures.

Use the dashboard to perform the following functions:

• Review the accounts that have an exception.
• Maintain the accounts.
• Review the details of budget control balances for a specific budget account in the budgetary roll up structure.
• Review the graphical representation of the budget control roll up structures.
• Navigate all the budget balances and exceptions.

The dashboard displays four different sessions in one frame. The following are the four sessions:

• Budget Structure Tree

  Use the Budget Accounts Tree (tfbgc3600m100) session, to view the graphical display of all the levels of the budget structure. You can expand each level to view the lower budget levels. When you select a level, the data in all the other panes also changes to display the details of the selected level in the form of budget structure tree.

• Budget Exceptions

  Use the Budget Exceptions (tfbgc4550m000) session, to view the exceptions with the status Open, for the selected budget structure level or account . You can manage the exceptions directly from the manager dashboard using the options such as budget transfer, override, amendments, adjustments and so on.

• Budget Annual amounts

  Use the Annual Amounts (for Budget Manager Dashboard) (tfbgc3500m300) session to view the annual budget balance type amounts for the selected budget account. You can also the view the balance available amount and also the distribution of budget amounts over budget accounts in a graphical chart. The graphical chart can be a bar chart or a pie diagram.

• Budget Balances

  Use the Budget Balances (tfbgc3500m000) session, to view budget balance amounts of all the periods for the selected budget account. When you select a period, you can view all the transactions for the period.