Use this screen to run the Rate Analysis Summary report within the Performance & Variance Module. This report provides a quick look at the variances between budgeted and actual pool rates based on the current Organizational and selected Fiscal Year. Each of the pools are listed with its associated YTD Rate Variance, along with the Rate Variance for each accounting period for the fiscal year selected. Each pool variance expands to display the calculated Actual and Budget Pool Rates.
Clicking on a Pool Name will launch Rate Analysis (Org) (Performance and Variance), providing a detailed Variance Statement of Indirect Expenses for the pool selected.
You can filter the data displayed in the report:
Select a time period from the FY-Period drop-down list.
The Budget/Outlook/AOP drop-down list allows you to select either the base budget or the latest updated forecasts.