Planner > Summary > Budget Analysis Report

The Budget Analysis report compares two budgets from adjacent years.

Note: The use case for this report is to compare the current year's budget and actuals to the proposed budget for the following year. This report is not intended to be used to compare two budgets from within the same year. Additionally, if you select a year for which there are no budgets, the report will be blank.

The information shown includes:

• Actuals for the current year-to-date (through the current Last Closed Month). When the current year's budget is for a completed year, these actuals are through the year end.
• Year-to-date budget for the current year.
• Variance between YTD actuals and YTD budget
• Total budget for the current year
• Total budget for the following year (identified in the heading as the Proposed budget)
• Difference in totals and percentage between those two budgets
• Trailing 12 month actuals (from the current Last Closed Month). If the current year's budget is for a completed year, these actuals are for that year.
• Difference in totals and percentage between the trailing 12 months and the Proposed budget
• Current year actuals, annualized
• Difference in totals and percentage between the current year's annualized actuals and the Proposed budget

When selected, the report loads automatically with information from the default Planner budgets for the current budget year and the following year. If there is no Planner default for either or both of those years, you must select budget(s) and click Load in order to display the report. If you are an Admin user, you can also choose to use any other budgets from those years as the basis for this report.