We have added the ability to run the Income Statement Over Period with blended scenarios and variances. For Cash Flow, Income Statement, and Job Cost hierarchies, you can now select a "Blend With Scenario" to bring in Budget data for future periods and get a full picture of your fiscal year.
When you have Actuals loaded for January 2024 through November 2024 but want to get a full picture of the year that includes your budget you can now select the Blend With Scenario of Budget.
The system automatically looks at anything loaded for Actuals and shows each period in your date range with the "Actuals" label. It will then fill in the remaining months in the reporting period with Budget data. The Total column will add both scenarios for the full time period.
In addition, we have provided the option to view a variance. When you select the Budget as the Variance to Scenario you will see three additional columns, Total Budget for the time period selected and variance dollars and percent to Budget.
The functionality is not limited to budgets; you can compare any GL Scenarios loaded into Pereview.
Click to view the report here
