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Viewing Actual Versus Budgeted (Standard Budget) Information

To define ChartField security for the Actual vs Budgeted pagelet, use the ChartField Pagelet Security
component (GL_PE_CF_SEC_COMP).
This section discusses how to:
• Apply ChartField security for actual versus budgeted information.
• View actual versus budgeted information.
• Personalize the actual versus budget view.
• Compare ledger details.

Pages Used to Access and View Actual Versus Budgeted Information


Page Name Definition Name Navigation Usage

ChartField GL_PE_CF_SEC_PAGE Set Up Financials/Supply Enable additional security for


Pagelet Security Chain, Security, ChartField the Actual vs Budgeted
Pagelet Security, ChartField pagelet by restricting data
Pagelet Security access to specified
department IDs and operating
units.

Actual vs GL_PE_ACTVBUD Click the Personalize View actual amount


Budgeted pagelet Content link on the PeopleSoft compared to budgeted
homepage. amount for a specified time
Select Actual vs Budgeted. period, and view the positive
or negative variance.

Actual vs GL_PE_ACTVBUD_PRS Click the Customize icon on Define default display


Budgeted the Actual vs Budgeted information for the Actual vs
Personalization pagelet. Budgeted pagelet.

Compare Across INQ_COMPARE_PNL Click an account on the Actual Specify the ledger data you
Ledgers vs Budgeted pagelet. want to compare by period
and view comparison results.

ChartField Pagelet Security Page


Use the ChartField Pagelet Security page (GL_PE_CF_SEC_PAGE) to enable additional security for
the Actual vs Budgeted pagelet by restricting data access to specified department IDs and operating
units.
Navigation
Set Up Financials/Supply Chain, Security, ChartField Pagelet Security, ChartField Pagelet Security
Image: ChartField Pagelet Security page
This example illustrates the fields and controls on the ChartField Pagelet Security page. You can find
definitions for the fields and controls later on this page.
Associates a user ID with selected department IDs and operati
Field Name accessible to your user ID. For each user ID, and for every dep
information on this page to enable desired pagelet access for t
pagelets is limited to the specified values.

For example, the following table contains ChartField values for department IDs and operating units
that are associated with a specific user ID. Prior to applying ChartField pagelet security, you may want
to create a similar table as an implementation guide, noting all user IDs in your organization that
require pagelet access and their associated department IDs and operating units.

User ID Department ID Operating Unit

VP1 100 CALIFORNIA


200 NEW YORK
300 LONDON
400 TOKYO

VP2 200 NEW YORK


400 CALIFORNIA

VP3 300 LONDON


400 CALIFORNIA

VP4 400 CALIFORNIA

When you set up security for pagelet data, users can use only the specified department IDs and
operating units ChartField values. This limitation enables you to exercise specific controls over the
data that a user sees on the pagelet. However, the security that you set up on the ChartField Pagelet
Security page applies only to the Actual vs Budgeted pagelet data and not to the General Ledger that
provides data to the pagelet.
Pagelet security is separate from application security. Once a user accesses an application page, that
user uses the security that is set up for the application and associated ChartField Security.
See Using Roles and Permission Lists for the PeopleSoft Financials Portal Pack.
See Understanding ChartField Security.

Actual vs Budgeted Pagelet


Use the Actual vs Budgeted pagelet page (GL_PE_ACTVBUD) to view actual amount compared to
budgeted amount for a specified time period, and view the positive or negative variance.
Navigation
Click the Personalize Content link on the PeopleSoft homepage.
Select Actual vs Budgeted.
This pagelet displays the actual amount versus the budgeted amount (in standard budget, not
commitment control budget). It is advantageous to use the Expense Variance pagelet in place of this
pagelet, as the Expense Variance pagelet allows you to define a more precise scope for comparison
purposes.
Image: Actual vs Budgeted pagelet
This example illustrates the fields and controls on the Actual vs Budgeted pagelet. You can find
definitions for the fields and controls later on this page.

Displays the top five accounts based on selections from the pe


Account
Actual Versus Budgeted Personalization Page
Use the Actual vs Budgeted Personalization page (GL_PE_ACTVBUD_PRS) to define default display
information for the Actual vs Budgeted pagelet.
Navigation
Click the Pagelet Settings icon on the Actual vs Budgeted pagelet and select Personalize.
Image: Actual vs Budgeted Personalization page
This example illustrates the fields and controls on the Actual vs Budgeted Personalization page. You
can find definitions for the fields and controls later on this page.
Specify the actual and budgeted (standard budget) ledgers of t
Actuals Ledger and Budget Ledger ledger group type, this pagelet qualifies the budget ledger by le

Select a range of ledger accounting periods for the specified ye


From and To Period
Compare Across Ledgers Page
Use the Compare Across Ledgers page (INQ_COMPARE_PNL) to specify the ledger data you want to
compare by period and view comparison results.
Navigation
Click an account on the Actual vs Budgeted pagelet.
The system uses the information that you specify in the inquiry and ChartField Criteria sections to
compare summary total amounts for the selected ChartField Account for the ledger and for the
indicated time period. Be aware that options set in the inquiry section are derived from options
specified on the Actual vs Budgeted Personalization page.
Related Links
Comparing Across Ledgers