Use this screen to run the Rate Analysis (Org) (Performance and Variance) report. This report is an enhanced Statement of Indirect Expenses that allows a manager to view the Variances in Cost and Base for a pool in detail. The report contains three grids:
Pool Cost grid — Contains summary lines by major cost element, with variance detail by GL Account and Org within each Account. Columns include YTD Variance, % of Base Variance, and variance for each accounting period in the fiscal year. The Pool Cost grid initially displays summary cost variance lines by major cost element. Each major variance summary line expands to display the GL Account summary lines within that major cost element. Each GL Account summary line then expands to display budget and actual detail by contributing org within that GL Account.
Pool Base grid — Contains summary lines by major base element, with variance detail by GL Account and Org within each Account. Columns include YTD Variance, % of Base Variance, and variance for each accounting period in the fiscal year. Pool Base grid initially displays summary base variance lines by major cost element. Each major variance summary line can be expanded to show GL Account summary lines within that major cost element. Each GL Account summary line then expands to display budget and actual detail by contributing org within that GL Account.
Pool Rates grid — Shows the rate variance by contributing Org with a total rate variance for the pool. Columns include YTD variance and the rate variance for each accounting period in the fiscal year.
You can filter the data displayed in the report:
Select an indirect pool from the Cost Pool drop-down list.
Select a time period from the FY-Period drop-down list.
Select the P&L format to define the major cost elements in for the Pool Cost grid and the Pool Base grid.
The Budget/Outlook/AOP drop-down list allows you to select either the base budget or the latest updated forecasts.
This report is also accessible in the Rate Analysis Summary (Performance and Variance) report.