The Context
- These options are located in the Budgeting & Forecasting input screen. You can select them using the Comp View filter in the settings menu.
Comparison View Definitions
Use this table to understand the specific data sets included in each view option.
| View Name | Definition | Data Sources & Logic |
| Actuals/Defs | Displays Actuals and Definites. | Actuals: Pulled from nightly PMS/POS import (past/current).<br>Definites: Pulled from Sales/Revenue systems (future).<br>Note: The slash (/) indicates "and-or." Only Actuals show for past months; only Definites show for future months. |
| Act+Cmts/Defs+Tents | Combines Actuals, Commitments, Definites, and Tentatives. | Commitments: Pulled from procurement systems (e.g., POs).<br>Tentatives: Pulled from Sales/Revenue systems if flagged as tentative.<br>Tip: Numbers in blue text are hyperlinks to a detailed drill-down screen. |
| Commits/Tents | Displays only Commitments and Tentatives. | Mirrors the data above but filters out Actuals and Definites. |
| Actuals Only | Displays strictly posted Actuals. | Shows zeros for future periods where no actual data exists. |
| Budget | Compares the current work against a specific budget dataset. | Useful for gauging forecasts against the Budget. Use Time Frame options to compare across different years (e.g., 2025 vs. 2024). |
Historical Time Frames
These options allow you to compare current data against historical benchmarks.
| Time Frame | Description |
| Last Period | Compares data to the same time period of the previous month. |
| Last Year | Compares data to the same month or day of the previous year. |
| 2 Years Ago | Compares data to the same month or day from two years prior. |
Calculation Columns
Depending on the view selected, these columns appear on the right-hand side of the input screen to assist with analysis.
| Column Name | Calculation | Purpose |
| Remaining To Be (RTB) | Forecast/Budget - Comparison View Amount | Calculates the amount needed to reach the forecast or budget. <br>Note: A negative RTB indicates the line item has already exceeded the forecast. |
| Variance | Forecast/Budget - Comparison View Amount | Displays the numeric difference between the current forecast and the selected comparison (e.g., Last Year or Budget). |
Limits & Constraints
- Commentary View: This view is only available in the 12 Months view.
- Editing Comments: You can only add comments to open months. Once a month is closed, the comment box disappears.
- RTB Visibility: The "Remaining To Be" column is visible only in the Month screen.
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