This A.O.M.4 function allows you to audit and report the details of any budget group that you have created and saved as a formal budget/outlook. Included are both organization and project budget details.
For each organization budget, you may view and export to Excel the following budget details: the user input from each of the tabs of the organization budget tool; calculated staff available and PTO hours; pay rates, including applied escalation factors; and, the details of direct and indirect labor distributions by assigned account.
For each project budget, including the latest EAC or budget and proposals elevated to a non-backlog project status, you may view and export to Excel the following budget details: the user input from each of the tabs of the project budget tool; burdened cost; and, revenue details.
In the Organization management context, select the AOP/Outlook Analysis module. In Reports & Actions select A.O.M.1 Audit Group Budget Details.
Select a Budget Year from the drop-down list.
Create a new budget group by filling in the Group ID and Group Description. Do not exceed 10 characters in the group description field.
Click Lock Group if you want to freeze the budget group. Click Add.
Click Edit to edit a group. The fields on the right populate and Rebuild, Members, and Update become active.
Click Update if you have made changes to the Group ID and Description fields, or have changed the Lock Group and Active settings.
In Reports & Actions select A.O.M.2 Maintain Budget Programs.
Select a program from the drop-down list to delete, edit and update the information.
Fill in the fields and click Add Record to create a new program.
In Reports & Actions select A.O.M.4 Audit Budget Group Details.
Select a Budget Group, Org or Proj, and then the format you wish to see. Once the data has appeared in the field below the menu selections, audit it there or click the Excel icon to export it to Excel.
Below is an example of the report with Org selected.
Below is an example of the report with Proj selected.
