View budget summaries

Budget data can be entered into the Production Accounting application. This allows for tracking and analysis of actual production data against budgets.

Budget summaries display the budget data for a given time period; for example, a month, quarter or year. Data presented in a budget summary is sourced from budget entry logsheets (and data entry logsheets if configured to display actuals and variances against budgets).

View budget summaries (modern)

Note: See Modern logsheets for tips and general guidance for the modern logsheet interface.

Activity Steps

  1. Open the required Budget Summary screen.
  2. Select the date range:
    1. In the Start Date - End Date field, click the calendar icon. Calendar icon (modern)
    2. Select a date range.
    3. Click Apply.

      Note: Mapped Start Date & Time and Mapped End Date & Time are read-only fields that display the show the actual start and end of the selected date range.

      Note: A logsheet can display up to 100 rows of data. If your selected date range exceeds this limit, only the first 100 rows display.

      The budget summary for the selected date range displays. All sections and subsections display by default.

  3. Select sections and subsections to display:
    1. Click the Section / Subsection field to open the list.
    2. Expand a section to show its subsections.
    3. Select or deselect the check boxes as required.
    4. Click outside the list to apply your changes.

      The logsheet refreshes to display the selected sections.

    4. The modern budget summary interface generally includes:

    • Sections—Group the data for specific processes, circuits or equipment; for example, feeds, grinding, concentrators, tanks.
    • Subsections—Group the data within processes, circuits, or equipment. Some sections have multiple subsections.
    • Items—The specific items for which budget data is summarised. Examples include the budgeted, actual and variance values for mass, assays, or equipment utilisation or throughput rates. The relevant unit or symbol displays for each item; for example, %, ppm, t, g/t, h.
    • Log Time—The date and time for which the budget data is summarised. Data is stored against the beginning of the period. For example, a month budget summary is timestamped with the first day of the month and its start time (such as 01/01/2025 07:00) but includes data for the whole month.
    • Data cells—Hold the values for each subsection item. All cells in budget summary logsheets are read-only. These values are totals, aggregates or averages calculated from values in budget entry and data entry logsheets.

      • Note: Icons may display next to data values.

      Calculation tracer icon (modern) The calculator icon is for the Calculation Tracer, used to view the inputs and calculation paths for that value. See Calculation Traces.

View budget summaries (legacy)

Note: See Legacy logsheets for tips and general guidance for the legacy logsheet interface.

Activity Steps

  1. Open the required Budget Summary screen.
  2. Select the date or time period using the Year, Month and Day fields.

    Note: Use the arrow buttons to select the previous or next period. Date selector previous period button Date selector next period button

  3. Click Submit.

    The budget summary for the selected date or time period displays.

    The budget summary logsheet interface generally includes:

    • Sections—Group the data for specific processes, circuits or equipment; for example, feeds, grinding, concentrators, tanks. When a budget summary logsheet has multiple sections, they display as a vertical list. The first section in the list is selected by default when the screen loads.
    • Subsections—Group the data within processes, circuits, or equipment. Some sections have multiple subsections.
    • Subsection items—The specific items for which budget data is summarised. Examples include the budgeted, actual and variance values for mass, assays, or equipment utilisation or throughput rates. The relevant unit or symbol displays for each item; for example, %, ppm, t, g/t, h.
    • Data cells—Hold the values for each subsection item. All cells in budget summary logsheets are read-only. These values are totals, aggregates or averages calculated from values in budget entry and data entry logsheets.

      Note: Icons may display next to data cells.

      Calculation Tracer icon (legacy) The calculator icon is for the Calculation Tracer, used to view the inputs and calculation paths for that data value. See Calculation Traces.

    • Log Time—The date and time for which the data is summarised. Data is stored against the beginning of the period. For example, a month data summary is timestamped with the first day of the month and its start time (such as 01/01/2025 07:00) but includes data for the whole month.
  4. If required, select another logsheet section from the list to view its budget summary.