Working Plan actuals
J
Jessicah Win
When in the working plan and using the "current month" as the revision date it would be so helpful for this column to show alongside the column that has the planned items for the same month. It almost impossible to make any sense of the current month until the 1st of the next month.
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B
Becs - Farm Focus
Thanks Jessica.
Have you checked out our compare data icon?
Here you will be able to see both planned and actual items.
J
Jessicah Win
Becs - Farm Focus
Thanks for this.
WOAH that's a lot of information. I actually don't want twice as many numbers to look at on my plan screen!! What I want is another column that sits alongside the revision month showing what was planned for that month so I can easily compare between the two sets of data- what has occurred/has been coded and where the gaps are, so I can best understand what's yet to come. My concern is only with the month we are physically in.
J
Jessicah Win
Becs - Farm Focus
I wanted to come back to this as I've just had a look with my current inputted information, and can better understand what it is showing me. The actuals line on the plan only has coded and matched transactions, ie what has happened in the bank side of the actuals screen. I want to also compare my coded but not paid invoices on the left side of the needs action screen, so an amalgamation of the two - what has happened and what will happen.