Budget Data in Cougar Dtails
You can enter budget information in your software either annually or for each period in all the years of the fiscal calendar. The budgets in Cougar Dtails can appear for data sizes of monthly, quarterly, period, and yearly. Amounts that are negative indicate that you are over your allotted budget. Following is an explanation of how the budgets are displayed in Cougar Dtails:
• Monthly: If budget information is annual, the budget is divided by 12 and spread equally across each month. If budget information is entered per period, each period corresponds with a month. For example, Period 1 is paired with Month 1, Period 2 is paired with Month 2, etc. If there are 13 periods in the Fiscal Calendar, Period 13 is added to Period 12.
• Quarterly: If budget information is annual, the budget is divided by 4 and paired with the corresponding quarter for the year. If budget information is entered per period, every three periods make up one quarter. For example, Periods 1-3 correspond to Quarter 1, Periods 4-6 correspond to Quarter 2, etc.
• Period: If budget information is annual, the budget is divided by 12 and applied to each period of the year. If the Fiscal Calendar has 13 periods, Period 13 appears as 0. If budget information is entered per period, each period in your software corresponds to a period in Cougar Dtails.
• Yearly: If budget information is annual, each year in your software corresponds to a year in Cougar Dtails. If budget information is entered per period, all periods are added up to calculate a yearly total.
For all data sizes, if you select a start or end date that does not include the entire data size, the budget is not pro-rated. For example, if you select a monthly data size but the date range ends in the middle of the month, the budget still appears for the entire month.
Published date: 10/23/2019