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.
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Page Name |
Definition Name |
Usage |
|---|---|---|
|
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. |
|
|
GL_PE_06_PRS |
Define default display information for the Operating Budget Variance pagelet. |
|
|
INQ_COMPARE_PNL |
(For standard ledgers) Specify the ledger data you want to compare by period and view comparison results. |
|
|
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.
Navigation:
Click the Personalize Content link on the PeopleSoft Home page.
Select Operating Budget Variance.
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.
Field or Control |
Description |
|---|---|
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.
Navigation:
Click the Customize icon on the Operating Budget Variance pagelet.
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.
Field or Control |
Description |
|---|---|
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.
Navigation:
Click a ChartField value on the Operating Budget Variance pagelet.
This example illustrates the fields and controls on the 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.
Navigation:
This example illustrates the fields and controls on the Budget Overview page.
