- Compares the current month actuals to both the Approved and Forecast budget versions with a variance.
- Compares the YTD actuals to both the Approved and Forecast budget versions with a variance.
The purpose of all the articles in this group is to share custom report templates that other users from the Calxa community have created.
If you have a customisation you would like to share please email firstname.lastname@example.org and we'll consider sharing it here.
Use this Custom Template
- Download the attachment at the end of this article.
- Then Import the Custom Template to your workspace.
Requires 2 budgets. See Manage Budget Versions.
- Approved - an approved or original budget.
- Forecast - a current or up to date budget that differs from the original budget.