Planning and Budgeting Fiscal Year Fields

The fields described below have special functions. For a complete list of available fields, see the Lucity Data Dictionary.

ID Fields

Fiscal Year**

Identifies the year in which the stated budget applies.

Start Date

End Date

Specify the first and last calendar dates of this fiscal year.

Closed

Indicates whether the fiscal year financial results have been finalized.

*Required.
*Must be unique.

Budget Fields

Budget fields record information about the agency's fiscal year budget and provide current figures for several performance measures.

Estimated Budget*	States the dollar amount the agency predicts that it would need to finance work-related resources and expenditures for this fiscal year.
Approved Budget*	States the dollar amount formally authorized by management or the proper authority to finance the agency's work-related resources and expenditures for this fiscal year.
Expended Budget*	Indicates the dollar amount already spent for the fiscal year. Lucity calculates this field using cost data from all Work Orders completed during the fiscal year. More information on Calculations and Costs associated with Planning and Budgeting
Remaining Budget*	Indicates the amount of funds still available to finance work-related resources or expenditures for the remainder of the fiscal year. Calculated as: Approved Budget - Expended Budget = Remaining Budget
% of FY Completed*	Represents the percentage of days completed in the specified fiscal year. Lucity calculates this value by comparing the current date to the fiscal year Start Date and End Date.
% of Budget Used*	Specifies the percent of budget expended thus far during the fiscal year. Calculated as: Expended Budget / Approved Budget = % of Budget Used
% Over/Under*	Indicates the degree to which agency spending currently exceeds or falls below the fiscal year budget. Calculated as: % of Budget Used - % of FY Completed

*Lucity updates these values nightly. Run the Recalculate Fiscal Year Totals | Selected Record toolkit to update these values on-demand.

Working Days per Month Fields

Lucity uses the Working Days values in certain labor-day and cost calculations on Department and Planned Task records.

Working Days

(monthly fields)

Indicate the number of days the agency observes as work days during each particular month.

Lucity automatically copies these values to all Department records associated with this Fiscal Year. However, if any Department works more or less days in a particular month, you can modify the Working Days values on its Department record.
Note that if you make changes to the Working Day values on a Fiscal Year record, Lucity does not make those changes on any related, existing Department records. If you want to make such changes, you must make them manually to on each Department record.

Total Days

Calculates the total number of working days the organization observes this fiscal year.

Calculated as the sum of the 12 monthly Working Days fields. Lucity performs this calculation when the record is saved.
If you leave all monthly Working Days fields blank, Lucity enters a value of zero (0) here.

Hours/Day

Indicates the number of hours in a typical work day.

Common Fields

Custom Fields

Lucity Web includes a variety of empty fields that an agency can customize to meet its needs. The number of custom fields available varies by module. Custom fields may be any of the following types:

Pick-List	Lets users select a value (code/type) from an agency-defined list.
Alphanumeric	Enables users to enter letters or numbers in any combination.
Check-box	Used to indicate yes/no or on/off.
Numerical	Accepts numbers only.
Date	Provides a pop-up calendar to enable the user to select a date.

Last Modified Fields

Last Modified By	The login ID of the last Lucity user to change the record.
Last Modified Date	The date that the record was last updated.
Last Modified Time	The time of day at which the record was last updated.