You can tailor the Budget Monitoring Snapshot view to your needs and add adjustments that feed into the Expected Outturn.
Sort the Snapshot Grid
Click a column header to sort by that column.
Click the same header again to toggle between ascending and descending order.
Add or Remove Columns
Click Show/Hide Field Chooser.
To add a column, drag its name from the Column Chooser into the grid.
To remove a column, drag it from the grid back into the Column Chooser.
Group Rows
Drag a column header onto the grey bar above the grid to group by that column.
The grid reorganises to show rows grouped by that value.
Use the arrow on each group row to expand or collapse it.
Use Expand/Collapse All to open or close all groups.
To remove grouping, drag the column from the grey bar back to the header row.
Save or Reset Layout
Click Save Layout to save your preferred columns, sort order, and grouping.
Click Reset Layout to return to the default view.
Enter Adjustments to Actuals
The Adjustments column lets you add extra values that should be included in the projected outturn (for example, known adjustments to actuals).
In the Adjustments column, click the cell you want to edit.
Type the adjustment value (positive or negative).
Click outside the cell to finish editing.
The cell is highlighted amber, indicating the change is not yet saved.
Click the Save icon at the bottom of the snapshot view.
Once saved:
The amber highlight disappears.
The value is included in the Adjustment column and factored into Expected Outturn.
Adjustments entered here can also be copied between snapshots using the Copy Adjustments From action in Manage Snapshots.