Overview of Forecasting and Budgeting tool Features and Components
Depending on how the application has been configured to meet you and your team’s needs, various grids and features will be available.
General Features:
No matter what the configuration, all users will have the following features:
- Application Menu: Ability to switch between application configurations you have access to and define a default if you have more than one.
- Non Salary Planning Menu: Plan non-salary expenses and subaward exclusions
- Salary Planning Menu: Plan Account Key assignments, Adjust Work Time or CSC assumptions, Plan reclassifications, promotions, salary increases
- Reports Menu: where different views of the created budgets can be accessed for assessment / analysis.
- Tools Menu: Option to add placeholder account keys and employees; and user defined attributes to accounts
- Windows Menu (Arrange Windows)
- Access to online Help
- Grid Dimension Filter Selectors: where planning data sets are defined based on users needs or purview.
- Grid View Menu: where various grid view options can be accessed
- Refresh button: refreshes data in a grid
- Grid Filter Row: option to filter a pre-defined data set even further by grid column
- Grid Advanced Filter Editor: extension of filter row that provides additional options to filter a pre-defined data set even further by grid column
- Add Attribute Columns to grids: option to add attributes of account keys and employees can be added to a grid view
- Grid Column Sort: option to sort selected data in grids by column
- Grid Column Group-by: option to group grid rows by a column in the grid
- Grid Column Chooser: option to hide or unhide columns
Restricted Features:
The following features may be limited to designated division/program/lab and/or entity Budget and Planning office users:
- Placeholder Employees: Option to add placeholder employees.
- User-defined Attributes for Account Dimension: Option to define attributes of account keys for grouping keys to support planning and reporting.
- Management of Financial Organization Hierarchy: Option to change or enhance the account key hierarchy dimension.
