The General tab stores information about the fiscal year's budget, and the days available for work during the year.
Field Name |
Definition |
Estimated Budget |
The amount an agency predicts to spend during the fiscal year. Represented as the sum of the Total Estimated Cost fields found on the Costs tab of the related Planning Department records. (The system automatically completes this field.) Note: Planning Department records are updated from their related Planning Tasks > Cost tab. |
Approved Budget |
The amount sanctioned for the fiscal year by management or the proper authority. |
Expended Budget |
The amount of budgeted funds already spent for the year. The system calculates this field using cost data from all work orders completed during the fiscal year. |
Remaining Budget |
The amount of budgeted funds that remains for the year. Calculated as Approved Budget - Expended Budget. |
% of FY Completed |
Represents the percent of days completed in the specified fiscal year. Automatically calculated by comparing the current date to the fiscal year 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 |
The percentage over or under the budget the agency is currently. A negative number means the agency is under budget. Calculated as: % of Budget Used - % of FY Completed. |
Working Days per Month |
Used to identify the number of working days available each month. |
Total Days |
The sum of all Working Days per Month fields. |
Hours/Day |
The typical number of working hours per day. |