Money Buckets

Money Buckets

In Manage, Money Buckets are Buckets configured on dollar-based filters and rules. Buckets in Manage are displayed based on Roles that are granted access to a Bucket. Users in Manage are assigned to Roles.

See Roles and Bucket Configuration for more details.

View Details

1. In Manage, select Buckets.

2. Choose the drop-down menu Budget Name and Role Name.

3. Select View Details of the Bucket you would like to review.

Manage will only display Buckets with transaction data. Select Show empty Buckets to display buckets with no transaction data.

On the View Details page, you can also select View Details to review Scopes included in the Bucket.

Bucket Details & Overview Page

From the Overview page, the following information is available for users.

• How much money do I have left this fiscal year?

  • Review Total Budgeted, Spent, Encumbered, and Remaining dollars in the Bucket.
    

• Which POs in this bucket are still open?

  • Review Open, Closed, and the Total Number of Purchase Orders (POs) in the Bucket.

  • Select View All Purchase Orders to navigate to the Purchase Orders page.
    

• How does my progress compare?

  • Review spending based on This Month or Year to Date

  • Data is populated based on Historical Data sent from the district ERP.
    

• Historically how have I spent in this bucket?

  • Review Budgeted and Actuals from previous years.

  • Data is populated based on Historical Data sent from the district ERP.
    

• Did you know?

  • Frequently Asked Questions configured by Admins.

  • Review FAQs for details on how to configure.
    

• What is spending in this bucket across priorities and strategies?

  • Spending based on your district’s Priorities and Strategies.

  • Review Priorities and Strategies for details on how to configure.

How does my actual spend compare to my budget, summarized by category?

• Bucket details based on Objects, Functions, Budgeted, Spent, Encumbered, and Remaining.

• Select Download.xlsx to review the data in Excel.

The export will be sent to the email address associated with your account. Ensure that support@allovue.com is on your list of approved senders.

Export Money Bucket Details

1. In Manage, select Buckets.

2. Choose the drop-down menu Budget Name and Role Name.

3. Select View Details of the Bucket you would like to review.

4. Select Export.