IT Finance - Summary - Cost Pool - Account report (v103)

Introduction

Use this report to identify and verify the accounts mapped to a specific cost pool.

Navigation

IT Finance > Summary > Click on a cost pool in the table

Roles

This report is designed for IT Finance Personnel.

Objectives

Use this report to:

• Identify and verify the accounts mapped to a specific cost pool (e.g. cost category).
• View the spend and variance for the current period and YTD.

Questions answered

Use the information presented on this report to answer the following questions:

• Do all these accounts belong in this cost pool category?
• If an account does not belong, where should it be moved?
• By account, where is my biggest spend & variance -- by amount and by percent?
• Is action required to mitigate budget risk?

Next actions

• If variance is immaterial, no concern or action is needed.
• To see the transaction details for an account, click an account.