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 ConsolidationSettings 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 your 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.
In the initial release of the Consolidation Setting in May 2018, the Organisation budget will appear as zero's in the Budgets & Actuals screen but your reporting will use the consolidated values. We'll improve this in a future release and show the consolidated values in the Budgets & Actuals screen as well. To see the organisation total budget values you will need to run a report (such as the P&L with Projected Total (12 months)).
To access the Consolidation Settings, first open the Budgets & Actuals screen. Click on My Workspace -> Budgets & Actuals.
- Click on Consolidate Settings in the yellow bar at the top of the Organisation budget grid.
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.
- 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.
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.
In the initial May 2018 release of the Consolidation Settings, the Organisation budget will appear as zero's in the Budgets & Actuals screen. To see the organisation total budget values you will need to run a report (such as the P&L with Projected Total (12 months)).
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.