Features of the Tables in a Program Financial Summary

The tables in the Cost Details and the Benefit Details sections of a program's financial summary, in the Edit Costs page, and in the Edit Benefits page have the following features:

  • Each table includes a horizontal scroll bar to view data over the entire time range; if necessary, the table also includes a horizontal scroll bar to view the full names in the list of categorized costs or benefits. In each table, you can adjust the position of the vertical divider between the categories on the left and the monetary data on the right.

  • In the View options for the Cost Details and Benefit Details sections of the financial summary, you can display one of the following:

    • Only totals by clicking Totals Only

    • Line-by-line details (and totals) by clicking <x> Detail Lines where <x> is a number from 1 to 100 provided by the system

    Note: If a table has more than 100 detail lines, only totals can be displayed for that table.

  • In the View options for the Cost Details and Benefit Details sections of the financial summary, in the Edit Costs page, and in the Edit Benefits page, you can display one of the following:

    • Only forecast values by clicking Forecast Only

    • Both forecast and actual values by clicking Forecast and Actuals

  • In the View options for the Cost Details and Benefit Details sections of the financial summary, in the Edit Costs page, and in the Edit Benefits page, you can display one of the following:

    • Data by month (and summed by quarter) by clicking Months.

    • Data by quarter by clicking Quarters.

    • Data by year by clicking Years. When you select this option, the tables display all the fiscal years in the configured range (see Cost Details Section of a Lifecycle Entity Financial Summary), except that the range is further limited to years that have non-zero data for the financial summary. On the Edit Costs and Edit Benefits pages, the Fiscal Year field and the Copy from Previous Year button are no longer applicable and are hidden.

    In addition, in the View options for the Cost Details and Benefit Details sections of the financial summary, you can display:

    • Data summed for each line over all years by clicking Totals. This Totals option is not available in the Edit Costs page or the Edit Benefits page, because totals for each line are always shown on those pages in the Line Totals column (with subcolumns for Forecast and Actual if the View options you have selected include Forecast and Actuals).