Projections
The projections module is the gateway for viewing, adding, editing, and deleting projections. Projections are entered at the CAN level for a particular Allocation Category and for a specific month. For example, a user knows that in May, their institute will spend $2,000 on new servers from a specific vendor. A user can enter this projection in the Projections Module, and be able to plan their budget accordingly. At the account level , the user would enter that in the Month of May, $2,000 would be distributed to a known vendor for "Equipment" (an allocation category). These individual entries are then summed up into monthly totals for the CAN and other higher level accounts.
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 p...
Wed, 3 May, 2017 at 1:49 PM
The "Projection Details by Sub-Account" page shows a table of projections for a specific allocation category from the perspective of the Beacon Fi...
Wed, 3 May, 2017 at 1:57 PM
The Projection Details page provides specific information about entered projections. From the Projection Details page, users can add, edit, delete, and reco...
Wed, 3 May, 2017 at 2:09 PM
The Enter Projection screen lets you create a new projection for a CAN. The screen shows any existing projections for that particular CAN and budget categor...
Wed, 3 May, 2017 at 2:17 PM
You may want to edit a projection if adjustments are made to an existing projection (change in expected obligation, change in vendor) or if more information...
Wed, 3 May, 2017 at 2:18 PM
Once an expenditure is made, you will want to eliminate any projection for that expenditure so that the expense is not shown twice. From the Projection Deta...
Wed, 3 May, 2017 at 2:37 PM