General Tab

The fields in the General tab are described in the table below:

Field Name

Definition

Estimated Budget

This field is automatically populated with the sum of the Total Estimated Cost fields found on the Costs tab of the related Planning Department records.

Note: The Planning Department records are updated from their related Planning Tasks > Cost tab.

Approved Budget

Enter the available budget for the fiscal year.

Expended Budget

Automatically populated with cost data from all of the actual work orders completed for the fiscal year.

Remaining Budget

The remaining budget for the year. Automatically calculated by Approved Budget - Expended Budget

% of FY Completed

Represents the number of days completed in the specified fiscal year. Automatically calculated based on the current date compared to the Start Date and End Date.

% of Budget Used

The percent of budget used thus far in the fiscal year. Automatically calculated by Expended Budget/Approved Budget

% Over/Under

How far over or under the budget the agency currently is for where they are in the fiscal year. A - number is under budget.

Calculated based on: % of Budget Used - % of FY Completed.

Working Days per Month

These fields allow users to mark the working days available in each month.

Total Days

The sum of all the Working Days per Month fields.

Hours/Day

The typical working hours per day.

See Also

Fiscal Year

Fiscal Year Header Data

Departments Tab

Custom Tab(s)

Comments Tab

Toolkit