Plan Budget Forecast Explanation

This article explains the columns in the Plan Budget Forecast.

PRODA Plan Budget Forecast Table

PACE Plan Budget Forecast Table

The first column is the name of the support category which that line relates to.

Budget Amount is the total amount for the budget category.

Funding Period Budget Amount is the total amount for the funding component for the active Funding Period.  Where there no active Funding Periods, it will display the last inactive Funding Period.

Where a Funding Component exists, the following forecast calculations will consider the start and end date of the Funding Component.

Average Daily Spend is the total amount spent divided by the amount of days between the service contract's start date and the current date (or the service contract end date if that comes sooner).

Contract Start Date is the value recorded in the service contract's 'start date' field.

Contract End Date is the value recorded in the service contract's 'end date' field.

Budget at Contract End Date is the amount of funding which will be left in that budget category when the service contract's end date is reached, if the average rate of spending is continued.

Forecasted Budget Consumption Date is the date the funding will be exhausted for that budget category, if the average rate of spending is continued.

• Related Articles

• View the Plan Budget Forecast for a Service Contract

  Follow these steps to view the Plan Budget Forecast for a service contract. 1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2.      In the Client Funding table below the ...

• Delete a Budget Category

  Use the following steps to delete a budget category from the plan budget in a service contract. It is important that a category budget not be deleted if there are delivered services in the service contract. 1. Open the Client Profile record (click ...

• Edit a Budget Category

  Use the following steps to edit a budget category in the plan budget of a service contract. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. In the Client Funding table, click ...

• Add a Budget Category

  Use the following steps to add a Budget Category to the plan budget in a client's service contract. 1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2.      In the Client ...

• About Plan Budgets

  Plan Budgets represent Category Budgets that you manage on behalf of your Client. They are used to build the Total Allocation value on the Service Contract. Careview tracks the Plan Budget amounts as new Invoices and Support Coordination Case Notes ...