Showing Budget Values

If you want a quick view of some totals, you can see the budget totals for the hierarchy, group, or budget you choose. You can see these amounts:

The total amount
The amount on order
The amount spent
The amount available
The amount unspent

To show budget values

1 Start the Budget Hierarchy Management process.

The default location of this process is the Acquisitions\Budget 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 Right-click on the hierarchy, group, or budget you want to see the total for.
4 Click Show Budget Values.

Horizon displays a pop-up window with the total for the hierarchy, group, or budget:

Note: The budget amount columns you see here in Budget Hierarchy Management are the same amount columns that you would see in the Budget Hierarchy Report. This is because the columns are specified in the “budget_hierarchy_report” view. Any changes you make in this view affect both the Budget Values pop-up summary and the Budget Hierarchy Report.

 


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