Financial Planning › Display Cost Plans and Budget Views

Display Cost Plans and Budget Views

The following views are available for a cost plan or budget:

• Self View—This view shows only the data for the selected cost plan or budget. There is no child data included in the view. The view shows home currency. This is the only view available for benefit plans.
• Flat View—This default view shows the same information as the Self View but the Group By and Sub Group By items are presented in separate columns. The view can be edited if you have the appropriate access rights.
• Aggregated View—This view shows the rollup for any child that belongs to a cost plan or budget in a hierarchy. This view shows home currency.

  If a parent investment does not have a budget available (approved or unapproved), the aggregated budgets of the children investments do not roll up.

• Billing Currency View—This view is the same as Self View except it shows the detail in billing currency.

To select a view

1. On the Financial Plans tab, click the appropriate subtab for a cost plan, a benefit plan or a budget.
2. Click the name of the plan you want to view.
3. On the Details tab, select the view you want from the Show drop-down.