MTD Project Budget Report - Prior period budget amount displaying when run for a following period
Description of Issue
Why does prior budget display for this month to date report?
Context
- MTD Project Budget Report (Month-To-Date)
- Multi-Year (MY) Life-To-Date (LTD) Funds
- Report Options
- Established Budget Amount
Cause
- Multiyear view report option set for Default looks to chart of account segments defined multiyear view listed on specific fund
- Fiscal Year (FY) looks to only a specific year and that year's periods
- Multi Year Life to Date (MY LTD) similar to looking at Account Inquiry LIFE column where budget is designed to be handled differently when considered as established budget
Resolution
- Ensure report is run in multi year view Fiscal Year to ensure posted budget only display within year/period
- Munis > Financials > General Ledger Menu > Project Accounting > Projects within General Ledger > MTD Project Budget Report
- Search or Segment Find
- Enter account record set selection criteria
- Accept
- Select Multiyear view drop down box and select Fiscal Year
- Accept
- Output (Print, Display, PDF, Save)
- Review output from report and if issues remain please contact Munis Financials General Ledger Support for assistance
Additional Information