As part of Actionable Analytics, business intelligence (BI) managers can now enter their quarterly budgets based on a fiscal calendar year. Previously, only the standard calendar year could be tracked to alert BI managers of budget threshold spending.
Concur site administrators will define the fiscal calendar year quarters on the Reporting Configuration screen using the Fiscal Calendar tab.
Once the site administrator has defined the fiscal year, BI managers will go into Profile > Profile Settings > Reporting Settings > Reporting Budget. Here they will enter their fiscal quarterly budget amounts.
With the release of the enhanced fiscal calendar, Cognos reports can now be built to show quarterly budgets by fiscal year, fiscal quarter and by BI managers. The Amount data item shows the amount of the budget as entered by the BI manager for that quarter.