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Budget Overview is the home of your plan: a hierarchical P&L you can pivot by department, account, entity, and time, with budget, actuals, forecast, and variance side by side. It reads the GL universe, so it always reflects your latest headcount and revenue plans without a manual rebuild.

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How to Use It

1

Pick a budget version

Everything you see is scoped to the selected version (its forecast window, assumptions, and derived GL). See Core Concepts for what a version is.
2

Choose your view

Switch between budget, actuals, forecast, and variance. Actuals and forecast stitch together at the boundary month so you read one continuous picture.
3

Pivot and group

Reshape the table by any dimension (department, account, entity, channel) or by period. Group-by and pivot controls work the same way they do across the platform.
4

Drill into a number

Click any cell to open its underlying transactions, with filter, sort, and export. The underlying rows union actuals and plan, with a Type pill showing where each row came from.
5

Export

Export any view to Excel. Numeric columns export as typed numbers with format masks, so totals still sum and currency negatives render in parentheses.

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What the Columns Mean

Every amount is shown in base currency so figures across entities are summable. A column is shown in native currency only when it is explicitly labeled, so you never accidentally sum mixed currencies. See Currency.

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Where the Numbers Come From

Budget Overview reads the general ledger. Your Headcount, Revenue, and Expense plans all derive into the GL automatically, tagged by source so you can always trace a line back. That is why a P&L built here reflects the latest plan the moment you re-run a forecast, with no separate consolidation step.

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Common Questions

The row exists in actuals but was never budgeted (a vendor or account that appeared mid-year). Add a plan line in the relevant planning module, or an allocation in Budget Rules, and re-run the forecast so it shows up as budget.
Yes. Drill any cell to the underlying rows. Headcount-derived cells trace to employees and open positions; revenue-derived cells trace to events and contracts; expense-derived cells trace to plan lines.
Variance uses cost-direction coloring. Spending over budget reads warm (orange or red), coming in under budget reads cool (blue), so over-runs stand out without reading every number.
Use the Comparison Center to put any two versions or a scenario against the base, line by line.

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If the Numbers Look Off

  • A roll-up total does not match the rows beneath it: confirm you are not mixing a native-currency column into a base-currency sum, and that the period range is the same on both.
  • Recently changed a plan but the P&L did not move: the GL is derived on forecast run. Re-run the forecast for that universe so the derive bridge re-posts.
  • A locked version shows stale figures: that is by design. Locked versions are served from a frozen snapshot so historical comparisons never drift.