Viewing the List of Plans and Copied Actuals

You can view a list of:

To view existing budgets, forecasts, and copied actuals:

  1. Select Maintenance > Optional Modules > Labor Budgeting > Labor Budgeting Settings > Forecasts and Budgets.
    The Forecasts and Budgets page is displayed.
  2. Click Edit next to the existing budget or forecast to view.
    The Forecasts and Budgets Detail page has these fields:
    Name
    Name of the forecast, budget, or actuals.
    Description
    Description of the forecast, budget, or actuals.
    Creation Date
    Date the forecast was generated or the date the budget or actuals were imported.
    Time Period
    Root time period for the budget, actuals, or forecast. For example, a root time period of Year 2005 means that the budget, actuals or forecast has entries within the year 2005.
    Rule Group
    Set of rules and calculations used by the forecast or budget.
    User
    Person that imported the budget or actuals or generated the forecast.
    Master
    Master version of the generated budget/forecast.
    Type
    See Types.
    Version
    See Versions.
    Location
    Root location for the budget, actuals, or forecast.