Snapshot

Written By Marc Fleurant (Collaborator)

Updated at September 10th, 2024

Snapshot provide Users Highlight of their Current Month Spending. 

Column Details

Current Period - Spending that has not be created card

Available Credit - Credits Available to Financial Scope

Monthly Spending - Month to Date Spending with Net in (Current - Applied Credit)

Trends -  Trends are calculated based on current month-to-date costs compared to the same period costs in the previous month. For example, if today is 2/10, we will compare 2/1- 2/10 with 1/1- 1/10. Trends BAU is the Spend Trend less an additional or subtracted allocation within the month-to-date cost. If no Trend is being displayed it is due to additional allocations being added to the Financial Scope. 

Annual - Year to Date Spending by Financial Scopes

 

 

Product and Portfolio Roles will have a Icon in their Snapshot if they have a Budget with a Status other than Approved