Difference between revisions of "Allocation Chart"
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==Overview== | ==Overview== | ||
| + | The '''Allocation Chart''' feature provides a graphic display of budget data and can include funds from one or many different funding pools. | ||
| + | |||
==Navigating to the feature== | ==Navigating to the feature== | ||
| − | + | :1. Select the '''Budget Manager''' UTA | |
| − | Select the budgets | + | :2. Select the budget or budgets to be included in the allocation chart |
| − | new | + | :3. Notice that new icons have been added to the navigation menu.<br /> |
| − | + | :: [[image:Allocation_chart.png]] | |
| − | + | :4. Click on the icon labeled '''Allocation Chart'''. The '''Allocation Chart''' will be displayed | |
| − | |||
==Examples== | ==Examples== | ||
| + | '''One fund view example'''<br /> | ||
| + | [[image:One_fund_allocation_chart_view.png|700px]]<br /> | ||
| + | <br /> | ||
| + | <br /> | ||
| − | + | '''Multiple fund view example'''<br /> | |
| + | [[image:Many_fund_allocation_chart_view.png|700px]]<br /> | ||
| + | <br /> | ||
| + | <br /> | ||
| − | |||
| + | ==Notes== | ||
| + | * The Allocation Chart feature is only available the Budget UTA. | ||
| + | * Hovering over a specific fund will display the Percentage of Budget, Amount, Fund status, and Funding Source | ||
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|- | |- | ||
|[[Image:Why.jpeg|50px|link=?]] | |[[Image:Why.jpeg|50px|link=?]] | ||
| − | |Click [[here]] to learn why this feature is a benefit to your organization. | + | |Click [[Allocation Chart - Why?|here]] to learn why this feature is a benefit to your organization. |
|} | |} | ||
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| − | [[Category: | + | [[Category:How]][[Category:Reports]] |
Latest revision as of 14:24, 4 January 2016
|
This article will explain how you can implement this feature for use on your SmartSimple system. |
Overview
The Allocation Chart feature provides a graphic display of budget data and can include funds from one or many different funding pools.
- 1. Select the Budget Manager UTA
- 2. Select the budget or budgets to be included in the allocation chart
- 3. Notice that new icons have been added to the navigation menu.
-
- 4. Click on the icon labeled Allocation Chart. The Allocation Chart will be displayed
Examples
One fund view example
Multiple fund view example
Notes
- The Allocation Chart feature is only available the Budget UTA.
- Hovering over a specific fund will display the Percentage of Budget, Amount, Fund status, and Funding Source
|
Click here to learn why this feature is a benefit to your organization. |
