Many people budget at the cost centre/job/project/program level and then want to roll these budgets up to the organisation or overall budget. The Organisation Budget Consolidation Setting in the Budgets & Actuals screen lets you configure how your organisation or overall budget will be calculated throughout the Calxa reports and dashboards. So, if you budget by project, you can set your Organisation Budget to always be the sum or consolidation of all your Project budgets.

Note you can choose not to consolidate your business units if preferred. You may choose not to consolidate in cases where you budget on only a few of your business units for specific reporting needs but then also need to create an organisation level budget for the total company.


To access the Consolidation Settings, first open the Budgets & Actuals screen. Click on My Workspace -> Budgets & Actuals.


Navigation to Budgets & Actuals screen



  1. Click on Consolidate Setting in the yellow bar at the top of the Organisation budget grid.

    Consolidated Settings dialogue box
    Note: If you have more than one organisation in your workspace you will first need to select the desired organisation from the drop-down in the orange menu.
     

  2. Select the business unit category you want to consolidate for budgeting and reporting purposes. In this example we've chosen Consolidate All Projects. If you prefer not to consolidate choose Don't Consolidate. Click Consolidate Budget when done.

    Choose Business Unit consolidation setting

  3. Once you have selected to consolidate business units, the message in the Consolidation Settings bar will now tell you the organisation budget is in read-only. As noted above, the organisation budget is read-only because it will be automatically calculated by consolidating business unit budgets.

    Consolidation Setting after selection made


  4. When you want to run a report on the total organisation you will simply select Organisation from the Business units drop-down in the report criteria. You do not need to create a saved business unit selection containing all your business units, nor is there a budget source selection you need to set in the report screen (as used to be the case in the desktop app). Calxa will automatically sum your business units for reporting purposes.



    Organisation selection - reporting


    Organisation setting - business units