Budget Planning and Performance Reporting change log
This change log provides cumulative updates about enhancements, features, and fixes to Axiom Budget Planning and Performance Reporting.
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General Availability releases
Patch 2024.1.4 (6/4/24)
Issues fixed
This patch release resolved the following issues:
Budgeting: templates, plan files, and drivers
| Issue | Description |
|---|---|
| Case Number 00554668 - Employee tab, lump sum is based on the full 12 months and not just the number of months once the max is hit [#98659] | Issue: The Lump Sum calculation on the Employee tab was based on the full 12 months and not just the number of months after the maximum was reached. Resolution: Added a monthly calculation of (Uncapped Price - Capped Price) * Hours and summed over the 12 periods to calculate the total Lump Sum amount. |
| BP: Jobcode Salary Method - Auto Balancing 1st Productive Standard PayType in Jobcode Block CM [#98338] | Issue: Auto-balancing formulas in the first Productive PayType row of the Jobcode calculation method were removed. Resolution: Updated the hours in the first Productive PayType row to auto-balance so that the FTEs for each month tie to what is budgeted when adjustments are made to productive and non-productive FTEs. |
| BP: Employee Salary Method - Auto Balancing 1st Productive Standard PayType in Jobcode Block CM [#98410] | Issue: Auto-balancing formulas in the first Productive PayType row of the Jobcode calculation method were removed. Resolution: Updated the hours in the first Productive PayType row to auto-balance so that the FTEs for each month tie to what is budgeted when adjustments are made to productive and non-productive FTEs. |
Patch 2024.1.3 (5/6/24)
Issues fixed
This patch release resolved the following issues:
Budgeting: templates, plan files, and drivers
| Issue | Description |
|---|---|
|
Case Number 00543774 - All labor tabs not calculating ePTO [#92353] |
Issue: The ePTO formula pulled the incorrect cell’s data, causing an inaccurate calculation. Resolution: The ePTO formula was corrected to pull the correct data and calculate accurately. |
|
Case Number 00553348 - Staffing tab FTEs calculating incorrectly [#97428] |
Issue: The Staffing tab FTEs calculated incorrectly when there were additional input monthly paytypes in the job code. Resolution: For the total rows, changed the reference to one row above for the columns with hours. |
|
Case Number 00547842 - Jobcode: Holiday Worked not spread by Global driver in Salary Method [#95821] |
Issue: Holiday Worked hours were not spread by the Global Driver amounts. Resolution: On the Variables tab of the Master template, added a single place where a 1000 value can be used in the GetData function. |
|
Case Number 00547842 - Employee: Holiday Worked not spread by Global driver in Salary Method [#95825] |
Issue: Holiday Worked hours were not spread by the Global Driver amounts. Resolution: On the Employee tab of the Master template, removed the cell formatting when Global is chosen in column R to indicate the Global Driver data should not be altered |
|
Case Number 00547842 - Staffing: Holiday Worked not spread by Global driver in Salary Method [#96963] |
Issue: Holiday Worked hours were not spread by the Global Driver amounts. Resolution: In the Variables tab of the Master template, added a single place where a 1000 value can be used in the GetData function. |
|
Budget Planning Staffing: RemFTE save field is not referencing the values to be saved [#98076] |
Issue: The RC column did not reference the correct numeric entries saved in the RemFTE field. Resolution: Updated column RC to correctly reference column P. |
GA 2024.1 (2/19/24)
This release includes the following new features, enhancements, and issue fixes.
New features
This release includes the following new features:
New Benchmark Report utility
Created a Benchmark Report utility to update the Live Benchmark table, which is applied to the following types of reports:
- Live
- Bi-weekly
- Month-end
NOTE: This new utility replaces the Benchmark utility, which is still available but only through a browser. The Benchmark utility can no longer be accessed through the MR Admin Task Pane.
For more information, see Benchmark Update Utility in Help.
Budget Compared to Benchmark by Department Report
Created the Budget Compared to Benchmark by Department report, which compares budget benchmark metrics and values. Using this report, budget administrators and analysts can determine where revenue enhancement or expense reduction opportunities might exist.
For more information, see Budget Compared to Benchmark by Department in Help.
Enhancements
This release includes the following enhancements to existing features:
Enhanced Benchmark options
This release includes the following benchmark enhancements:
- Added per-unit benchmarks to the Live Benchmark table.
- Converted the Live Benchmark table from SaveType3 to SaveType 1, which preserves existing records when adding operational benchmark columns.
- Added per unit benchmarks to the 24 Budget Labor benchmark driver.
- Updated the 02 Budget Benchmark driver to integrate benchmarks into the Summary tab of the plan file, which calculates operational budget benchmark values against final budget values.
Expand/Collapse function
Added a double-click function to either expand or collapse the Jobcode details within the following tabs of the master template:
- Employee
- Staffing
- Jobcode
Provider Summary calculation method library update
Added new provider references for the N47 filter.
Issues fixed
This release resolved the following issues:
Budgeting: templates, plan files, and drivers
| Issue | Description |
|---|---|
|
PFB-07417 - Load Biweekly Stats (using RevUsage); 2 transform errors [#58568] |
Summary: The Load Biweekly Stats import had multiple issues with the transform function. Resolution: Disabled Step 4 in the transform process. |
|
Expense tab: Budget Configuration - Columns to Hide is not being reflected correctly in the plan file [#59217] |
Summary: When Column ProjTTL was set to Resolution: Updated the column so that ProjTTL is no longer visible when |
|
Budget Driver Security Update utility displays Select Admin Provider Drivers columns in a non-provider system [#59248] |
Summary: The Budget Driver Security Update utility displayed Select Admin Provider Drivers columns in a non-provider system. Resolution: Updated cell M10 to mirror cell L10, which looks for the provider license. |
|
Case Number 00525561 - Budget Department Dimension Audit report: Error refreshing Axiom Query...Invalid field definition column 'LaborType'..." [#77072] |
Summary: The following DEPT columns had incorrect row definitions:
Resolution: Updated the incorrect row definitions to the following:
|
|
BP Staffing tab Dollars_History CM is not bringing actuals after rebuild [#79787] |
Summary: The Dollars_history calculation method did not return actuals data, even when History was selected. Resolution: Updated the calculation method so that if History is selected from the option picklist, it always uses the historical value. |
|
Division by zero error in Budget Expense tab - Provider Budget Plan Files Process Errors - Detail Expense Lines [#86973] |
Summary: After the application was upgraded to version 2023.4, the system displayed an error after processing the provider plan files. Resolution: Updated the formula for the following calculation methods on the Expense tab:
|
|
BP Global section changes are not being retrieved upon open (1 Budget Configuration) [#89733] |
Summary: Changes to the Budget Configuration driver are saved to the database but do not appear when the driver is reopened. Resolution: Updated the driver formulas to make sure results saved to the driver tables are refreshed upon reopening the driver. |
|
BP Global section changes are not being retrieved upon open (30 Budget Provider Driver) [#89952] |
Summary: Changes to the Budget Provider driver are saved to the database but do not appear when the driver is reopened. Resolution: Updated the driver formulas to ensure results saved to the driver tables are refreshed upon reopening the driver. |
