It's the end of the financial year, how do I separate financial and project data between years?

When i-lign was implemented at your organisation, financial years were set up. You can view the list, and the start/end dates for each year, on the Financial Years page.

Project budget screens show one financial year at a time - you can select which year from the project budget screen:

1. Go to your project and choose Budget from the project menu. The Project Budget page will appear.
2. At the top of the screen choose your financial year. The total income/expense for that project, in that year, will appear.

You can also see this view at a consolidated level – by team, portfolio, goal and strategy. As an example, for Portfolios, click on the portfolio and choose ‘Project Budgets’. A report appears, showing consolidated budget and actual income and expenditure for all the projects associated with the entity for which this report was generated.

On the project snapshot there are three relevant displays – YTD, LTD and Financial Years.

• YTD (year to date) is income and expense on the project to date, for the current financial year and the difference between those two figures.
• LTD (life of project to date) is the income and expense on the project to date, for all financial years and the difference between the figures.
• Financial Years is a list of the financial years in which the project will be active. This is determined by the project start and end dates.

Essentially i-lign captures costs by financial year, and also total project cost.