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Managing Budgets and Expenses: Insights from the IS.FM Award Reports

This report provides a comprehensive summary of budgets, expenses, encumbrances, and available budget balances for each Project/Task combination associated with the IS.FM Award. It includes subtotals by project and grand totals by award, facilitating effective management of cash versus budget. Learn how to print this report with ease by right-clicking and selecting "Print," modifying the settings from "slides" to "note pages." This session will guide you through essential financial management queries related to your projects.

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Managing Budgets and Expenses: Insights from the IS.FM Award Reports

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  1. Focus on Reports Session 10 • To print: • Right click • Choose “Print” • Change option “Print What?” from “slides” to “note pages” • Click ok IS.FM_Award BBA by Award Manager

  2. The report shows • A one line summary of budgets, expenses, encumbrances, and budget balance available calculations for each Project/Task combination associated with an award. • Subtotals by project. • Grand totals by award.

  3. Managing to Cash vs Budget

  4. Questions

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