Edits to Finalized Budget Not Showing Up In Budget v Actual Reports

Mike Gaffney

I have finalized my budget and since then made adjustments. When I attempt to run a report, it shows the original finalized budget rather than the original plus adjustments. For example, I have an original finalized budget of $1000. I increase the budget by $1000, creating an adjusted budget of $2000. The audit trail shows the increase and the reason for the increase. When I pull up the budget scenario, it shows the updated amount of $2000. When I run a budget v actual report, it only shows the original budget amount of $1000. What am I doing wrong?

Mark Eisinger

@Mike Gaffney Adjust your report to show the Adjusted Budget instead of Original Budget in that column.

Christina Imbriani

@Mike Gaffney, Customer Success is hosting two webinars this month on Budgets. The first session, Budget Basics, airs today, 7/14/22 at 2pm ET. We will cover Budget Adjustments specifically! . Here is a link to sign up:

Mike Gaffney

@Christina Imbriani
Was this session recorded? I was unable to join.

Mike Gaffney

@Mark Eisinger
Thank you Mark for your quick response. It seemed to work when I sent out my initial question in July…but now, it doesn't. I'm going to the help desk.

Christina Imbriani

@Mike Gaffney, yes this session was recorded. You can catch the on-demand recordings.

• Link to Budget Basics
• Link to Budget Advanced
  

In ref to your original question… I agree with what Mark shared below. Here is pic to show what the Budget Adjustment variable looks like. This is an Income Statement Report.

In Content, edit/add column and select the variable {Adjusted Budget}

Hopefully thats helpful. We cover all this and other Budget topics in each of the sessions. Feel free to reach out with any other questions.