Budget views

Unica Marketing Operations offers two budget views on all budget tabs.

Total view () is the default. It displays the total amount budgeted and remaining for forecasted, committed, and actual spending, across all fiscal years of a plan, program, or project’s existence.

Detailed view () displays budget information for a specified fiscal year broken down by week, month, or quarter.

Across all of the budget tabs for a plan, its child programs, and their child projects, the totals displayed reflect the total amounts for the life of the plan, program, or project. Therefore, the individual rows and columns in edit screens or the detailed view often do not add up to match the values displayed in the total view; this is not an error, but reflects the fact that the data, other than the total, corresponds to values for the currently selected fiscal year.

The views on the budget tab depends on the in-use budget allocation version. By default, you navigate to the budget tab of an object for the first time after login, the in-use version of the current fiscal year displays. The total view shows totals for the in-use version for all previous fiscal years and the current in-use budget allocation version. Detailed view also shows information based on the in-use budget version. For more information, see Budget Versions.