Viewing Actual Versus Budgeted (Standard Budget) Information

To define ChartField security for the Actual vs Budgeted pagelet, use the ChartField Pagelet Security component (GL_PE_CF_SEC_COMP).

Page Name

Definition Name

Usage

ChartField Pagelet Security Page

GL_PE_CF_SEC_PAGE

Enable additional security for the Actual vs Budgeted pagelet by restricting data access to specified department IDs and operating units.

Actual vs Budgeted Pagelet

GL_PE_ACTVBUD

View actual amount compared to budgeted amount for a specified time period, and view the positive or negative variance.

Actual Versus Budgeted Personalization Page

GL_PE_ACTVBUD_PRS

Define default display information for the Actual vs Budgeted pagelet.

Compare Across Ledgers Page

INQ_COMPARE_PNL

Specify the ledger data you want to compare by period and view comparison results.

Use the ChartField Pagelet Security page (GL_PE_CF_SEC_PAGE) to enable additional security for the Actual vs Budgeted pagelet by restricting data access to specified department IDs and operating units.

Image: ChartField Pagelet Security page

This example illustrates the fields and controls on the ChartField Pagelet Security page. You can find definitions for the fields and controls later on this page.

ChartField Pagelet Security page

Field or Control

Definition

Field Name

Associates a user ID with selected department IDs and operating unit ChartField values. Your role determines how many department IDs or operating units are accessible to your user ID. For each user ID, and for every department ID and operating unit associated with a particular user ID, you must register the ChartField value information on this page to enable desired pagelet access for the user, including blank values. When users sign in to the portal, information that appears on the pagelets is limited to the specified values.

For example, the following table contains ChartField values for department IDs and operating units that are associated with a specific user ID. Prior to applying ChartField pagelet security, you may want to create a similar table as an implementation guide, noting all user IDs in your organization that require pagelet access and their associated department IDs and operating units.

User ID

Department ID

Operating Unit

VP1

100

200

300

400

CALIFORNIA

NEW YORK

LONDON

TOKYO

VP2

200

400

NEW YORK

CALIFORNIA

VP3

300

400

LONDON

CALIFORNIA

VP4

400

CALIFORNIA

When you set up security for pagelet data, users can use only the specified department IDs and operating units ChartField values. This limitation enables you to exercise specific controls over the data that a user sees on the pagelet. However, the security that you set up on the ChartField Pagelet Security page applies only to the Actual vs Budgeted pagelet data and not to the General Ledger that provides data to the pagelet.

Pagelet security is separate from application security. Once a user accesses an application page, that user uses the security that is set up for the application and associated ChartField Security.

See Using Roles and Permission Lists for the PeopleSoft Financials Portal Pack.

See Understanding ChartField Security.

Use the Actual vs Budgeted pagelet (GL_PE_ACTVBUD) to view actual amount compared to budgeted amount for a specified time period, and view the positive or negative variance.

This pagelet displays the actual amount versus the budgeted amount (in standard budget, not commitment control budget). It is advantageous to use the Expense Variance pagelet in place of this pagelet, as the Expense Variance pagelet allows you to define a more precise scope for comparison purposes.

Image: Actual vs Budgeted pagelet

This example illustrates the fields and controls on the Actual vs Budgeted pagelet. You can find definitions for the fields and controls later on this page.

Actual vs Budgeted pagelet

Field or Control

Definition

Account

Displays the top five accounts based on selections from the personalization page.

Use the Actual vs Budgeted Personalization page (GL_PE_ACTVBUD_PRS) to define default display information for the Actual vs Budgeted pagelet.

Image: Actual vs Budgeted Personalization page

This example illustrates the fields and controls on the Actual vs Budgeted Personalization page. You can find definitions for the fields and controls later on this page.

Actual vs Budgeted Personalization page

Field or Control

Definition

Actuals Ledger and Budget Ledger

Specify the actual and budgeted (standard budget) ledgers of the business unit that you want to compare. Unlike other pagelets, which qualify budget ledger by the ledger group type, this pagelet qualifies the budget ledger by ledger template. The ledger template associated with the budget ledger must be BUDGET.

From and To Period

Select a range of ledger accounting periods for the specified year.

Use the Compare Across Ledgers page (INQ_COMPARE_PNL) to specify the ledger data you want to compare by period and view comparison results.

The system uses the information that you specify in the inquiry and ChartField Criteria sections to compare summary total amounts for the selected ChartField Account for the ledger and for the indicated time period. Be aware that options set in the inquiry section are derived from options specified on the Actual vs Budgeted Personalization page.