The following frequently asked questions regarding the Budgets feature can be a useful reference when you have your own questions about the functionality. Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.
Yes! Most of the data variables available on the Demographics ReportBuilder can also be added to the Budgets ReportBuilder. Please contact the Help Desk for assistance, providing them with a list of the data variables you're requesting.
No, cloning is limited to the full budget level. When cloning a budget all of its associated line items are cloned into the new version, but individual line items cannot be cloned beyond that.
Report contents are limited to those budget or line item records in effect during the Budgets Date Range specified in the ReportBuilder's settings. Whether or not a budget or the line items it contains are in effect are both based on the effective and expiration dates within the budget itself, or within the parent budget record in the case of line items.
The calculated total value for each budget reflects the sum of the total costs of the budget's individual line item records, excluding those for which no Number of Staff value is recorded. If a calculated total does not reflect all line items, double-check to make sure that the number of staff is recorded for each of those line items.