Executive Intelligence System (EIS) – EIS Budget Tab
The Budget tab displays income and expenditure information and allows drill down to the account level. Your System Administrator can rename and change the order of the columns shown on this page.
To view budget information, click the Budget tab.
You can view information for any level of any hierarchy and drill down to the individual account level by clicking on a hyperlink within each level. All financial accounts are linked at the action level which determines what level of the organisational and planning hierarchy it sits within.
Field | Description |
|---|---|
Type | Displays the budget type. |
Name | Displays the budget center name. |
Performance | Displays the budget performance as a traffic light indicator. The thresholds are configured by your Administrator through the Budget threshold section. |
YTD Actual | Displays the year to date actual value as defined during integration. |
YTD Budget | Displays the year to date budget value as defined during integration. |
YTD Variance | YTD Variance = (YTD Budget - YTD Actual) for each account or action. |
Period Actual | Displays the period actual value as defined during integration. |
Period Budget | Displays the period budget value as defined during integration. |
Period Variance | Period Variance = (Period Budget - Period Actual) for each account or action. |
Displays the email control. |
You have the option of exporting the data to an Excel sheet by clicking on the excel export icon.
Note: Number of decimal places to be shown can be configured from the ‘Limit Decimal Places in Budget’ setting.
For financial information to be shown on this page, you must have financial integration. For more information, please contact CAMMS help desk.
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