This sub-tab displays the total of the selected entries according to the selected grouping. It is read-only.
- Fiscal year: It is used to initialize the start and end dates of the display; see year.
- Start and end: The entries displayed are those for which the allocation date is between these two dates. These dates are initialized with those of the selected fiscal year, but you can change them.
- Grouping: For displaying forecasts and expenses:
- by month, from the start date to the end date.
- by type of cost.
- by type of work or by type of work order. In this case expenses not coming from a work order are grouped together on a line without a type.
- by purchase request; in this case expenses not coming from a PR are grouped together on a line without a PR.
- by Contract (same principle).
- Allocated: Amount of the allowances.
- Committed: Amount of remaining commitments.
- Incurred: Amount of expenses made.
- Balance: Amount of allowances - (Committed + Incurred). In the case of a grouping by month, this is the cumulative balance. Closure does not have any meaning for a grouping according to PR, Contract, or work order type.
In order for the display to take into account a modification of the start and end dates or the grouping area, click on the "Update" button.