Show company and effect columns – Budgeting

Show company and effect columnsBudgetingYou can read company and effect totals three ways, and pick the one that suits the question.Assigning a company or an effect changes no total, so the assignment is invisible until you ask to see it. There are three ways, and they answer different questions.In the grid, as a columnSwitch on a company or effect column and it appears to the right of the totals, showing each row's contribution and summing up the tree like any other total.This is the working view: you are still building the budget and want to see a tally move as you assign. Column choice persists per budget — see [choose and arrange grid columns](/kb/article/choose-and-arrange-grid-columns).In a printed reportThe print dialog can include company and effect columns. This is the view for anyone outside the room — a partner who needs their share, a funder who needs the qualifying spend.On the dashboardThe dashboard summarises the same figures without the account detail underneath.This is the overview: how far is the regional spend from its target, what is each partner carrying, in one screen rather than one column.Which to use| The question | The answer is in | | ---------------------------------------------- | ---------------- | | Is this assignment landing where I expect? | the grid column | | What does a partner or funder need to be sent? | the print | | Are we on target overall? | the dashboard |The numbers are identical in all three; only the surrounding detail changes.Markdown