The Monthly Projections by Allocation Category page is the entry page for the Projection Module and allows users to plan and view their projected spending plan based on different spending categories. From this page, users can:

  • View a monthly breakdown of projections by allocation categories (i.e, Travel, Transportation, Supplies) for a Summary Account or CAN
  • View YTD figure summary of projections for each allocation category
  • Drill down to view more detail about a projection, until reaching the lowest level (and most detailed figures) of an account hierarchy (a CAN).
  • View a total figure for all allocation categories
  • Change the Category Group in view
  • Create a new projection

In the upper left part of the screen, is the Structure Navigator Tool. This tool lists the title of the account in view, and can be used to navigate through the account hierarchy.

  • If the account is a CAN, there is an up arrow to take you to the summary account and widen the scope of the allocation categories's projected amounts.
  • If the account is a summary account, there is also a drop-down "Select Sub-account" listbox to let you drill down to the allocation category projections for a specific sub-account or CAN.

In the listing itself, the left column shows the allocation categories, with the YTD and monthly projected expenditures on the right. If your Beacon Finance user profile allows you to see PS data, then the budget categories and subtotals for both OO and PS are listed; otherwise, you see only OO categories and projections.


Along the bottom of the listing is a line displaying the Totals.


Change Category Group


The Projections Module assigns projections to Allocation Categories. These Allocation Categories are divided into Allocation Category Groups. You can change the current Category Group in view by clicking the Change Category Group link:

A sub-screen will appear with a drop-down list of Category Groups to choose from:

From the dropdown, choose the Category Group you would like to have in view. Click the Change button and Beacon Finance will update the information on the Monthly Projections by Allocations Category Screen to this new Category Group. Or, click Cancel/Close Window link on the bottom right-hand side of the screen to close the form and not change the Category Group in view.


Total All Categories


The Projections Module assigns projections to Allocation Categories; these Allocation Categories are divided into Allocation Category Groups. Category Groups do not always encompass all possible Allocation Categories for an account. To view figures which include all relevant category groups, click the "Total ALL Categories" link:


A pop-up window will open with projection and allocation totals for all allocation categories:



Drilling Down into More Detail


Beacon Finance data is structured in an account hierarchy. Users can descend through accounts using the structure navigator tool to find more detailed information about specific figures, or can ascend through the account hierarchy to view summary information about figures. 


On the Monthly Projections by Allocation Category, users can drill down to find more specific information about a projection, or ascend up to view summary information about projections. 


Clicking on a figure from the list of projections, will provide more information about the projection.

  • If users click on a YTD or Monthly figure for a certain allocation category of a Summary Account, users will be directed to the Projection Details by Sub-Account page. 
  • If a user clicks on a projection figure listed for a CAN, they will be directed to a Projection Details page.