Budget and Allocation Totals (Report)

What does this report show me?

Planned Personnel and Non-Personnel dollars or FTEs that have been approved for the next Fiscal year.

The report provides a comprehensive overview of how much money and staffing (FTEs) has been allocated, planned, and remains to be planned for each organization (such as a school or department) and allocation (such as a fund or resource pool).
It is intended to help administrators track the status of budget planning and ensure resources are distributed according to district needs and priorities.

Organization- and Allocation-Level Breakdown:
Shows details for each organization and allocation combination, providing visibility into both the structure and execution of the budget.
Personnel and Non-Personnel Planning:
Separates planned expenses into personnel (e.g., salaries, FTEs) and non-personnel (e.g., supplies, equipment) categories.
Remaining To Plan:
Highlights how much is left to be planned or allocated, helping users quickly identify where further action is needed.
Export Capabilities:
The report can be exported for further analysis or for sharing with stakeholders.

In Allovue, select Budget.
From the All Budgets tab, select Reporting.
Select Budget and Allocation Totals.
Select Export Data.
A copy of the report will be emailed to the email address associated with your account. In the email, select the report name to download a copy to your device.

Exports will maintain any filters that are selected in the application.
If the All Budgets Tab is selected, the report will surface all organizations within your account.
If the Single Budgets Tab is selected, the report will surface data that matches the selected organization’s Budget scope.

Field	Details
Organization	The name of the organization, such as a school, department, or cost center, to which the allocation belongs.
Allocation	The name of the allocation category (e.g., a fund, grant, or resource pool).
Allocated	The total amount (in dollars and/or FTE) that has been allocated to this organization and allocation for the upcoming fiscal year.
Non-Personnel Planned	The total dollar amount of planned non-personnel expenses (e.g., supplies, equipment) for this allocation and organization
Personnel Planned Dollars	The total dollar amount of planned personnel expenses (e.g., salaries, wages, benefits) for this allocation and organization.
FTE Planned	The total Full-Time Equivalent (FTE) positions planned for personnel in this allocation and organization.
Remaining	The amount of money (or FTE) remaining to be planned in this allocation for the organization.