Open the Cost Type Balance/Budget window.

Displays a summary of the net changes and the budgeted amounts for different time periods for the cost type that you select in the chart of cost types.

Options FastTab

Field Description

Budget Filter

Select a budget for which you want to view budget amounts.

Cost Center Filter

Select a cost center for which you want to view budget amounts.

Cost Object Filter

Select a cost object for which you want to view budget amounts.

View by

Select the time intervals for which you want to view budget figures.

View as

Net Change means that the columns display the net change in budget amounts for each period. Balance at Date means that the columns display the budget amounts on the last day in each period.

Matrix Lines

The columns display the net changes and the budgeted amounts based on the time interval that you selected in the View by field.

Field Description

No.

Displays the number of the cost type on the line.

Name

Displays the name of the cost type on the line.

Net Change

Displays the net change for the period.

Budget Amount

Displays the budget amount for the period.

Balance/Budget (%)

Displays the balance as a percentage of the budgeted amount.

You can see the underlying budget entries in the matrix cells.

Tip

See Also