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This dashboard allows tracking of 02/03/06/09 accounts with purpose codes. Spending, revenue, and projections from PBCS Operating Funds Forecasting are included. Spend and revenue can be viewed by RC, department, and purpose code. Trends for the past 5 years can be viewed. Individual transaction data can be viewed as well, including Panther Express Purchase Order data, credit card purchases, and Concur travel expenses.
What is the budget and actual spend on an account by Subcode?
What SPAR distributions are on an account?
What are the invoice, check, PO or Concur details of a transaction?
What transactions have hit an account, and which are projected to hit?
Which purchase orders have an encumbrance?
How does my spending or revenue this year compare to previous years?
Which employees' salaries come from the account I manage?
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At the bottom right is a viz that compares monthly spend for the past 5 years.
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Historical Expense & Revenue
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The right visualization shows how the total expense and revenues for each year are broken into different categories.
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Labor Distribution
This tab shows Labor Distribution for the selected department(s). The categories/bars on the left visualization can be clicked to filter the rest of the dashboard. No projections are shown on this page.
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SPAR and TEAM
This page displays a list of SPAR distributions and TEAM rates and tasks, depending on the selection. Projected salary information is displayed here. If you want to click on an export button, the data you want to export must be displayed. Otherwise, you will download an empty file.
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Query Page
Please be aware that there are a lot of data behind this page. It may take some time to load and some time to apply filter selections.
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Clicking on ‘Click for Details’ will navigate to the Transaction Details page.
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Drilldown
This page will be empty unless the Query Page is used to navigate to it. This tab shows transaction details including General Ledger, invoice, check, and transaction-specific data (Concur, credit card, PO).
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What is the source of this information?
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