EIS Budget

The Budget tab displays income and expenditure information and allows drilling down to the account level. Your System Administrator can rename and change the order of the columns shown on this page.

To view budget information, click the 'Budget' tab.

You can view information for any level of any hierarchy and drill down to the individual account level by clicking on a hyper-link within each level. All financial accounts are linked at the action level which determines what level of the organisational and planning hierarchy it belongs.

Field	Description
Type	Displays the budget type
Name	Displays the Budget center name
Performance	Displays the budget performance as a traffic light indicator. The thresholds are configured by your Administrator through Budget threshold page.
YTD Actual	Displays the year to date actual value as defined during integration
YTD Budget	Displays the year to date budget value as defined during integration
YTD Variance	YTD Variance = (YTD Budget - YTD Actual) for each account/action
Period Actual	Displays the period actual value as defined during integration
Period Budget	Displays the period budget value as defined during integration
Period Variance	Period Variance = (Period Budget - Period Actual) for each account/action
Email	Displays the email control

You have the option of exporting the data to an excel sheet by clicking on the 'Excel Export' icon.

For financial information to be shown on this page, you must have a financial integration. For more information please contact CAMMS help desk.

Last revised: September 23, 2018