Viewing Operating Budget Variances

This topic discusses how to view the operating budget variance, personalize the Operating Budget Variance pagelet, compare standard ledgers, and view Commitment Control budget overviews.

Page Name

Definition Name

Usage

Operating Budget Variances Pagelet

GL_PE_06

View the top five variances between budgeted amounts and actual expenses. This pagelet can display the amount budgeted, actual amount spent, variance amount, and variance percentage.

Operating Budget Variance Personalization Page

GL_PE_06_PRS

Define default display information for the Operating Budget Variance pagelet.

Compare Across Ledgers Page

INQ_COMPARE_PNL

(For standard ledgers) Specify the ledger data you want to compare by period and view comparison results.

Budget Overview Page

KK_INQ_BD_OVW

(For Commitment Control ledgers) The search page is populated with values from the selected ChartField. Click the Search button to view the Budget Overview page.

Use the Operating Budget Variance pagelet (GL_PE_06) to view the top five variances between budgeted amounts and actual expenses.

This pagelet can display the amount budgeted, actual amount spent, variance amount, and variance percentage.

Image: Operating Budget Variance pagelet

This example illustrates the fields and controls on the Operating Budget Variance pagelet. You can find definitions for the fields and controls later on this page.

Operating Budget Variance pagelet

Field or Control

Definition

Account

Displays up to the top five ChartFields (for example, Account, Department, Fund Code, and so on) with the most expense variances based on the ChartField, ChartField Value Set, or both, that you selected on the personalization page.

Variance Percentage

Displays the difference as a percentage.

Use the Operating Budget Variance Personalization page (GL_PE_06_PRS) to define default display information for the Operating Budget Variance pagelet.

Image: Operating Budget Variance Personalization page

This example illustrates the fields and controls on the Operating Budget Variance Personalization page. You can find definitions for the fields and controls later on this page.

Operating Budget Variance Personalization page

Field or Control

Definition

From and To Period

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

Ledger Group

Select a commitment control ledger group.

Expense Account Type

Select the account type that is associated with expenses.

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

Image: Compare Across Ledgers page

This example illustrates the fields and controls on the Compare Across Ledgers page.

Compare Across Ledgers page

Use the Budget Overview (for Commitment Control ledgers) page (KK_INQ_BD_OVW) to the search page is populated with values from the selected ChartField.

Click the Search button to view the Budget Overview page.

Image: Budget Overview page

This example illustrates the fields and controls on the Budget Overview page.

Budget Overview page