Totals by Year Section of a Lifecycle Entity Financial Summary

The Totals by Year section of a lifecycle entity's financial summary includes a graph that shows the items in Table 4-3. Graph key for the financial summary for the fiscal year you select (see Figure 4-2. Top part of example financial summary for a lifecycle entity):

Table 4-3. Graph key for the financial summary

Graph Item/Color

Description

Gray area

Available approved budget for the year, declining month by month by the actual costs or by forecast costs where no actual costs are specified.

Bright green vertical bars

Actual costs if there is no Plan of Record financial summary snapshot.

or

Values from the Plan of Record financial summary snapshot, if there is one. These values differ from the light orange forecast line to the extent that the forecast has been changed since the Plan of Record snapshot was taken.

Khaki green vertical bars

Actual costs if there is a Plan of Record financial summary snapshot. If there is no Plan of Record financial summary snapshot, there are no bars of this color.

Light orange line

Forecast costs.

Red vertical line

If present, the point in time at which the approved budget is completely depleted.

Yellow vertical bar the full height of the graph

Current month or quarter, based on selected View option.

Below the graph, the Forecast Cost, Actual Cost, Approved Budget, Forecast Benefit, and Actual Benefit fields display totals for the selected fiscal year.

By default, the graph and fields in the Totals by Year section display data for the current fiscal year but you can use the drop-down list in the Fiscal Year field to select a different fiscal year. You can use the View options to view the data by Months or Quarters for the selected Fiscal Year.

An administrator can configure the range of fiscal years listed in the Fiscal Year field, up to 20 years ago and up to 20 years in the future. For more information see Cost Details Section of a Lifecycle Entity Financial Summary.

In the Fiscal Year field, you select one of those years and then graphical data is displayed for that year in the Totals by Year section of the financial summary. See Figure 4-2. Top part of example financial summary for a lifecycle entity

The Show Costs field (see Figure 4-2. Top part of example financial summary for a lifecycle entity) has the options All, Capital, and Operating. The field appears only if cost capitalization is enabled both in the financial summary and by setting the COST_CAPITALIZATION_ENABLEDserver.conf parameter to true. The default option is All. If you select Capital or Operating, the graph and the Forecast Cost, Actual Cost, and Approved Budget fields below the graph display only capital or operating costs accordingly. Forecast Benefit and Actual Benefit are not affected.