Budget Tab Reports - 4.20.2021

Discussion items

Time

Item

Notes

Further Discussion

4/20/2021

8:30 am

Demo of #8 FMS CTD by Phase

new and old template

Calculate percentage for each Phase is tricky as we don't have the baseline budget for each phase.

8:40 am - 9:00 am

Demo of #17 Labor report

There can be multiple appropriations for a project so summarize in end, total appn amount for all
Liked seeing Overhead charges but detail codes are confusing.
Remove Compensated Absences
Combine (4002 + 4059) as an Alias and show as a total

Scope of report needs to be defined more. Can it be a breakdown of just Personal Services Part of Expense summary shown on the screen.
PeopleSoft doesn't include 4002 (Compensated Absences) and few others (4008, 4110 & 4211) so maybe show that as Other Charges.
Remove Overhead rows and keep it purely as Labor report. (Need to keep those overhead rows after discussion)

4/21/2021

Additional Notes added

4/21/21 Standup meeting:

Action Item: Add pw cap and citywide overhead back into report, move this under Phase 1 Personal Services Total
Then talk to SME group to finalize report
Put other personal charges instead of other charges
Summarize Phase 1 Personal Services Total is a category and to show resp ctr(s) total and other personal charges as sub-items for clarity

Generate Fund Labor Summary sample report with real data to bring more clarity
Add pw cap and citywide overhead back into report, move this under Phase 1 Personal Services Total

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