Columns
The Account level of the budget consists of several columns of information that provide overview of all your Minor Accounts.
Key Column Features
-
Column width can be adjusted by clicking on a column border and dragging to expand or contract the selected column.
To reset column widths to their defaults, click the Options Menu (...) in the column header row and select Reset. -
Focus on column details by clicking on a column header title to highlight.
-
Customize which columns are displayed by clicking on the Options Menu (...) and selecting or deselecting items from the list of available columns.
Available Columns
| Detail Columns | Description | Data Type | Optional |
|---|---|---|---|
| Line Number | Each line in the Account level has a unique Line Number used for referencing, selecting the row, and various other actions. | Number | No |
| Use | Enables or disables (suppresses) a line from being included in the budget. All information on the line is retained but excluded from total fields. | Checkbox | No |
| Account | Assign an Account Number number to an individual Account. | Number | No |
| Name | Assign an Account Name number to an individual Account. | Text | No |
| Page | Displays the page number where this Account appears in the budget report. | Number | Yes |
| Percent | Displays the percentage of the total Amount that this Minor Account represents relative to its parent Major Account. | Text | Yes |
| Subtotal | Displays the Subtotal value of a line. | Number | Yes |
| Tax & Fringe (T/F) | Displays the value of the applied Tax and Fringes to a line. | Number | Yes |
| Incentives | Displays the value of the applied Incentives to a line. | Number | Yes |
| Total | Displays the value of the applied Total to a line. | Number | No |
| Options Menu / Flags | Access the Line Item Columns Menu to toggle columns on or off. Additionally this column displays flags, if they are applied to a line. | Icon | No |
Tip: You can configure your budget to include only the columns relevant to your current phase or workflow. Use the column options menu to keep your view clean and focused.
Variance Comparison Columns
When using the Variance Comparison feature, these additional columns are enabled and available for use:
| Detail Columns | Description | Data Type | Optional |
|---|---|---|---|
| Original | In Variance Comparison Mode, the Original column stores a snapshot of the current values from the Total column, which is used for comparing changes in the budget. | Number | Yes |
| Variance | The Variance column then calculates the difference between Total and Original, helping you track changes over time when using Variance Comparison mode. | Number | Yes |