Datastream 7i generates six budget reports. Update budget records on a regular basis. Changes to budgets will only appear on budget reports after updating budget records.
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If a budget has a future start date, actual expenses are zero. Although direct material might have been received in advance, the cost appears under actual costs only after the start date of the budget. If a budget’s end date is before the present date, the planned costs and commitments are zero. The current budget period postpones outstanding planned work and purchase orders. |
Refer to the following table when generating budget reports:
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Report |
Steps |
Report Information |
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Budget analysis (URBANA) |
Click to select the Year, Cost type, and Cost status. These three parameters are mandatory. Complete the other fields as necessary. |
Datastream 7i prints an overview of the budgets. |
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Budget consistency control (URBCOL) |
Click to select the Budget and Year. |
This report tracks budget inconsistencies. Datastream 7i prints data for all structure levels. |
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Budget position details (URBDEL) |
Select Show totals (or positions) if you want to include budget totals or positions. (Free budget is the difference between the budget amount and the expense.) Click to select the Budget and Year. If these are the only chosen criteria, Datastream 7i prints data for the lowest structure level. Include additional criteria to simplify the report. |
Datastream 7i prints and displays totals for each budget detail. |
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List of budget codes (URBUCL) |
There are no selection criteria for this report. Click to print the list of budgets. |
Datastream 7i prints and displays the existing budget structures. Datastream 7i prints a complete list of budget codes in the system. |
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List of budgets (lower level) (URBUDL) |
Click to select the Budget and Year. Complete the other fields as necessary. |
Datastream 7i prints budget details for a particular budget. |
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List of budgets (top level) (URBUML) |
Click to select the Budget code and Year. |
Datastream 7i prints an overview of the actual amounts for a budget period. |