Summary

The Generate Trend Analysis tool is designed assist in the budget development process. The tool examines budget history information from the last three years and provides a detailed comparison between specific values. The trend analysis will provide the Budget for prior years one through three, Actuals and Estimated Actuals for years two and three, and Budget Percentage Difference between years one and two and between years two and three.

Step by Step

1     Open the Generate Trend Analysis window (EB> Utilities> Generate Trend Analysis).

• Click the Revision field label to select a revision for trend analysis.
  • Only those revisions that contain entries with budgetable accounts from the prior three years will produce the desired data.
  • GL accounts are specified as budgetable on the Chart of Accounts Maintenance window (GL> Maintenance> Chart of Accounts> General Tab> Account is Budgetable toggle).
• Click the Confirm icon to process the job immediately or enter a date and time in the field next to the Confirm icon to schedule the job to generate at a later time. You can view the progress of the job on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).

2     Examine the trend analysis.

• Open the Budget Administration (EB> Extended Budgeting> Budget Administration) or Budget Selection window (EB> Extended Budgeting> Budget Selection).
• Select a revision and click the Modify icon to open the Entries Maintenance window.
  • The Entries Maintenance window will display each of the GL accounts associated with the entry. If the budget information is not displayed, you may need to add additional columns to the display grid. Right-click in the grid and confirm that the budget columns are all checked.
  • The columns that should be displayed are the One Year Budget, Two Year Budget, Three Year Budget, One Two Year Budget Change, Two Three Year Budget Change, Two Year Actuals, Three Year Actuals, Two Year Estimated Actuals, and Three Year Estimated Actuals.