Each Cost Plan has a Report Order. The Report Order determines which Structure Items (Funds, Departments, and Divisions) you want to include in this cost plan and which you will be Central and which will be Receiving, and the order that they will appear on the generated report.
To access the Report Order:
- In the navigation menu, click the View Icon next to the Cost Plans menu item.
- Locate the Cost Plan Card for which you would like to edit to the Report Order.
- Click the Report Order button in the upper right corner of the Cost Plan Card. This will open the Report Order Menu.
The Report Order Menu is split into two main sections. The left section, titled Unstructured Items, and the right section, titled Include.
In the Unstructured Items section, there are three headers which can be expanded or collapsed by clicking on them: Department, Division, and Fund. By expanding these header you will see all of the structure items entered on the related structure item table. That is, anything I have entered into the Departments Table, will show up under the Department header in the Report Order. Each individual structure item is on it's own card. For example, Finance, HR, and Parks all have their own cards under the department header. Each card has two buttons: Central and Receiving.
In the Include section there are two headers that can be expanded or collapsed by clicking on the headers. These are the Central and Receiving headers. You can send a Structure Item card from the Unstructured Item section to either the Central or Receiving sections by clicking the related button on the Structure Item card.
Only the Structure Items that have been moved into the Include column will show up on the report. Central Structure Items are those that are the Support or Administrative Departments, Funds or Divisions whose expenditures we are spreading in the cost plan. Receiving Structure Items are those that are receiving the costs of the support from the Central Structure Items.
Once you have move the Structure Item cards into the Include section you can then click and drag them up or down to reorder them so that they will appear in the order which you would like on your final report.