Review of BFA Information

This entry is part 9 of 37 in the series Focus Guide - BFA: Budget/Forecasting/Analysis Worksheet

“Drill-down” for more information is available on certain columns of the Data worksheet.
To drill down to additional information, right-click on a cell in one of the following columns:

Column Opens
Billing Codes Billing Codes lookup
Actual Cost to Date Transaction History window
Committed Cost to Date Commitment Detail window
Original Commitment Commitment Line Detail window
Approved CCO Commitment Line Detail window
Pending CCO Commitment Line Detail window
Approved Pay Request Total Commitment Line Detail window
Approved Pay Request Retention Commitment Line Detail window
Approved Pay Request Net Pay Commitment Line Detail window
Pending Pay Amount Total Commitment Line Detail window
Pending Pay Retention Commitment Line Detail window
Notes Budget/Forecast Transaction History window
Tracking Notes Budget/Forecast Transaction History window

Note: Except on the Billings Codes column, where drill-down is only available on the Cost Code level, drill-down is available on both Account Category and Cost Code rows.

Billing Codes

Click the checkbox to select a Billing Code.

 

Budget/Forecast Transaction History

Click the blue folder to open the source document.

 

Commitment Detail

Click Select to see line details.

 

Commitment Line Detail

 

Transaction History

Note: If your permission level allows it, the employee name or vendor name will be displayed in the Name column.

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