For controlled budgets, you can run a report to identify the entities (positions, organizations, jobs, or grades) that the application projects to be under budgeted. The way in which the application calculates whether an entity is under budgeted depends on the budget measurement unit.
The budget measurement units fall into two categories:
Cumulative: Money and hours
Non-cumulative: All other units such as FTE, headcount, and all user defined budget units.
If the budget measurement unit is Money then an entity is under budgeted if:
(Budgeted Salary + Reallocated Salary) < (Actual Salary + Commitment Salary)
If the budget measurement unit is 'Hours' then an entity is under budgeted if:
(Budgeted Hours + Reallocated Hours) < (Actual Hours)
Note: Budgeted Amount, Reallocation Amount, Actual Amount and Commitment Amount of the Cumulative Units is calculated by a cumulative process (summation) for a given date range.
When a date range is given with a cumulative unit, the above calculation is run only once for the given date range to find the under budgeted entities
If the budget measurement unit is FTE, Headcount or any other non-cumulative unit, then an entity is under budgeted if:
(Budgeted Amount + Reallocated Amount) < (Actual Amount)
Note: Budgeted Amount, Reallocation Amount, Actual Amount of the Non-Cumulative Units is calculated as the amount defined as of the given date.
When a date range is given with a Non-Cumulative Unit, the above calculation will be run for all possible dates with in the date range to find the Under Budgeted Entities.
Items that are used in the above calculation are explained in detail below:
Budgeted Salary is the sum of the values of individual elements for the budget sets defined for the each budget detail and the corresponding controlled budget. The values are prorated if input start date or end date is between the budget elements start and end dates.
Reallocated Salary is the value obtained after the funds are reallocated using the budget pool. If the budget unit is Money or Hours or Aggregate then the reallocated amount is prorated.
Actual Salary is the sum of each element type for all the assignment actions that lie within the supplied period.
Commitment Salary is the sum of the commitment amounts for each assignment and the element type.
Budgeted Hours is the sum of the budget values for all the budget periods, for all the budgets falling within the date range you specify. The values are prorated if input start date or end date is between the budget elements start and end dates
Reallocated Hours is the value obtained after the funds are reallocated using the budget pool. If the budget unit is Money or Hours or Aggregate then the reallocated amount is prorated.
Actual Hours is the sum of the normal hours taking into consideration the frequency for all the assignments.
Budgeted Amount is the sum of the budget values for all the budget periods, for all the budgets falling within the date range you specify.
Reallocated Amount is the value obtained after the funds are reallocated using the budget pool.
Actual Amount is the sum of assignment budget values for all the assignments that coincide with the effective date.