Summary of Report Changes Needed for IR Methodology Change | UCAR Budgeting, Forecasting, and Reporting Tools

The change to the Indirect Rate methodology introduces the possibility that Interim Rates, different from those used in UCAR's core financial system (IFAS/Bi-Tech), will need to be used to manage budgets within a given Fiscal Year. This change has been addressed by introducing new scenarios in the CPM tool that apply Interim Rates to actual and forecasted expenses. Given this change, the following reports need to be replaced/modified to provide budget managers with the data they need to manage to interim rates. New reports have also been introduced to support this process. Please see this page for a listing of those reports.

Report	Action	Changes
002 - PM - Expense Class by Account	Replace or add 2nd version? IR-Expense Class by Account?	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecast Remove Forecast and IFAS Budget vs Forecast columns
002b - Contract Status by Expense Class	Replace or add 2nd version? IR-Contract Status by Expense Class?	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecast
002b - Contract Status by Expense Class_V2	Replace or add 2nd version? IR-Contract Status by Expense Class_V2	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecas
002b - PM - Account Status with Expanded Budget	Replace or add 2nd version? IR-Account Status with Expanded Budget?	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecast
002b - PM - Account Status with Expanded Budget with Division Summary	Replace or add 2nd version? IR-Account Status with Expanded Budget with Division Summary?	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecast
002b - PM - Account Status with Expanded Budget with Division Summary and expense class	Replace or add 2nd version? IR-Account Status with Expanded Budget with Division Summary and expense class?	Leave IFAS Budget as is (with drill-throughs) Leave Incurred Actual as is (with drill-throughs) Add IR Incurred Actual EOM YTD Remove month prompt Replace IFAS Encumbrance Total with IR Working Plan Remaining Add IR Forecast column Replace IFAS Funds Available with IFAS Budget vs IR Forecast
Account Budget Summary report Snapshot	Archive
Account Budget Summary report Snapshot With Next Pay Period Pct In Key	Replace with new reports: Financial Management and Forecast Snapshot Summary (on-line) Financial Management and Forecast Snapshot Detailed (on-line) Financial Management and Forecast Snapshot Summary and Detail by Account for Print Financial Management and Forecast Snapshot Detail by Account for Print
Account Budget Summary report	Archive
Account Budget Summary report With Next Pay Period Pct In Key	Replace with new reports: Financial Management and Forecast Summary (on-line) Financial Management and Forecast Detailed (on-line) - with employee detail and drill-throughs byaccount Financial Management and Forecast Summary and Detail by Account for Print - with employe detail by account Financial Management and Forecast Detail by Account for Print - with employe detail by account