Budget Hierarchy Report

The Budget Hierarchy report lets you view your budget amounts in a hierarchy, thereby seeing a more organized representation of budget totals. To use this report, however, you must first create your hierarchies using the Budget Hierarchy Management feature. (For more information on creating your budget hierarchies, see “Budget Hierarchy Management” in the Acquisitions Setup Guide.)

You access the Budget Hierarchy report with the Budget Hierarchy process in the Acquisitions/Reports folder. This report is also available through the Table Editor by opening the “budget” view; however, the report in the Table Editor does not show the total budget amounts.

Here is a sample Budget Hierarchy report:

 

You can change the default column widths and which default columns are displayed by editing the view “budget_hierarchy_report.”

To generate a Budget Hierarchy report

1 Start the Budget Hierarchy process.

The default location of this process is the Acquisitions\Reports folder on the navigation bar.

Horizon displays the Budget Hierarchy Management window.

2 Choose the current fiscal year from the drop-down box if Horizon is not already displaying the current year.
3 If you want, resize the Budget Hierarchy Report window by using the mouse.

The default size fits on 8.5”x11” paper, in Landscape paper orientation, 11-point font (or less), and using a “fixed” type font (such as, courier) for better formatting.

4 If you want, temporarily change the width of the display columns by clicking on the mouse when it is positioned on the line between the column labels, and moving the arrow that Horizon displays.

Horizon maintains the changes you make to the window for the session you are using the Budget Hierarchy Report window and prints the column-width changes. If you decrease the size of a column until you cannot see it, Horizon will not print the column on the report. If columns are too large to fit on the printed page, Horizon will not print those columns.

5 Right-click on the hierarchy, group, or budget you want to see the report for, and click Show Budget Hierarchy Report.

Horizon displays the Report Budget Hierarchy Fiscal Year window, showing the report for the given fiscal year.

6 If you want to do so, print the report.
7 If you want to do so, save the report to a file.
8 If you want, open one or more reports at the same time for various items in the hierarchy. To do this, repeat step 5.

 


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