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    How to Run a Capital Budget Analysis Report via Standard Reports?
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    How to Run a Capital Budget Analysis Report via Standard Reports?

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    Article summary

    To run a Capital Budget Analysis Report, follow the steps below:

    1. Navigate to Maintenance > Report Administration > Standard Reports.

    2. Select Capital Budget Analysis and click the Run icon.

      Note:

      The Capital Budget Analysis report must be deployed to run the reports. Click here to learn how to deploy a report.

    3. On the Capital Budget Analysis page, select the filters as needed:  

      1. View: Select By Month, By Quarter, or By Scenario to view the output report.

      2. Scenario: Select a scenario from the drop-down list. If you select By Scenario for View, you can choose up to 3 scenarios.

        Note:

        If you select By Scenario for View, you can choose up to 3 scenarios.

      3. Budget Entity: Click the arrow icon, select the desired entity checkboxes, and click Apply.

      4. Time: Click the arrow icon, select the desired time, and click Apply.

      5. Account: Click the arrow icon, select the desired Account, and click Apply.

      6. Group By: Use this field to filter by Entity or Asset Category.

    4. Click Run. The report for the selected filters will be displayed.

      Note:

      • To export the report, use the Export icon. Reports can be exported in Word, Excel, PowerPoint, PDF, TIFF, MHTML, CSV, XML, or data feed file formats

      • Use the Send Email option to email the report to one or multiple recipients

      • Use Hide/Show to view or hide the filters.

    Descriptions - Capital Budget Analysis report output

    The following section describes the fields on the Capital Budget Analysis report output page.

    Note:

    The order of the fields differs based on the filter chosen.

    • Entity: This column displays the Budget Entity code and name selected for the template

    • Asset Category: This column displays the asset category name associated with each asset

    • Asset: The column displays the name of the asset

    • Asset Description: This column displays both the Asset Code and Asset Name as defined on the Asset page  

      • If the Asset Name is updated in Input mode within the Planning Control Panel, the updated name will be displayed in the Asset Description column

      • When a Destination Account is mapped, the Line Code and Line Name will appear in the Asset Description column

    • Segments: Displays the list of configured and mapped segments

      Note:

      The list of segments and segment names are shown as defined in the Define Financial Segments - Configuration Task page.

    • Values: Displays the budgeted capital expenditure values based on the selected View filter option. For example, if By Quarter is selected, each quarter's values will be displayed


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