The "Projection Details by Sub-Account" page shows a table of projections for a specific allocation category from the perspective of the Beacon Finance account hierarchy. This page shows how accounts within a hierarchy have projected future monthly costs for a specific allocation category (i.e Travel, Equipment). This page includes a YTD summary of each account's projections.
The Allocation Category for which the projection's are being shown is listed at the top left corner of the "Projection Details by Sub-Account" page.
From this page, users can:
- Display by Allocation Category
- Add a new projection
- Navigate to the projections details of another summary account or CAN using the Structure Navigator Tool
- Drill down into more detail
